IA

IFP Advisors Portfolio holdings

AUM $3.88B
1-Year Est. Return 17.67%
This Quarter Est. Return
1 Year Est. Return
+17.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.28B
AUM Growth
+$162M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,304
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$7.49M
3
+$6.68M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$6.45M
5
IWL icon
iShares Russell Top 200 ETF
IWL
+$6.38M

Top Sells

1
+$19.7M
2
+$19.5M
3
+$18.1M
4
FTGC icon
First Trust Global Tactical Commodity Strategy Fund
FTGC
+$16.3M
5
HDV icon
iShares Core High Dividend ETF
HDV
+$7.59M

Sector Composition

1 Technology 8.55%
2 Financials 4.3%
3 Consumer Discretionary 3.64%
4 Industrials 2.95%
5 Healthcare 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2901
$783 ﹤0.01%
20
-56
2902
$780 ﹤0.01%
+10
2903
$778 ﹤0.01%
17
+9
2904
$777 ﹤0.01%
100
-80,834
2905
$773 ﹤0.01%
+31
2906
$772 ﹤0.01%
32
2907
$771 ﹤0.01%
+5
2908
$767 ﹤0.01%
+14
2909
$759 ﹤0.01%
29
-96
2910
$756 ﹤0.01%
417
2911
$747 ﹤0.01%
389
-589
2912
$743 ﹤0.01%
+9
2913
$740 ﹤0.01%
+30
2914
$731 ﹤0.01%
23
2915
$728 ﹤0.01%
+15
2916
$722 ﹤0.01%
+30
2917
$719 ﹤0.01%
40
-85
2918
$719 ﹤0.01%
5
2919
$717 ﹤0.01%
+33
2920
$716 ﹤0.01%
28
+14
2921
$714 ﹤0.01%
100
2922
$713 ﹤0.01%
+64
2923
$706 ﹤0.01%
+29
2924
$704 ﹤0.01%
14
-1,470
2925
$702 ﹤0.01%
+8
115 116
117
118 119