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
2926
$700 ﹤0.01%
200
2927
$699 ﹤0.01%
+4
2928
$698 ﹤0.01%
86
2929
$695 ﹤0.01%
+30
2930
$687 ﹤0.01%
7
2931
$681 ﹤0.01%
5
2932
$680 ﹤0.01%
100
-380
2933
$678 ﹤0.01%
+4
2934
$678 ﹤0.01%
+79
2935
$671 ﹤0.01%
+23
2936
$668 ﹤0.01%
+10
2937
$653 ﹤0.01%
+17
2938
$649 ﹤0.01%
3
-65
2939
$641 ﹤0.01%
+5
2940
$637 ﹤0.01%
+19
2941
$636 ﹤0.01%
22
-10
2942
$630 ﹤0.01%
40
-100
2943
$625 ﹤0.01%
7
-67
2944
$624 ﹤0.01%
6
2945
$623 ﹤0.01%
+120
2946
$617 ﹤0.01%
4
+3
2947
$614 ﹤0.01%
+61
2948
$606 ﹤0.01%
8
-33
2949
$606 ﹤0.01%
+6
2950
$599 ﹤0.01%
+344
116 117
118
119 120