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
2951
$592 ﹤0.01%
150
-3,000
2952
$590 ﹤0.01%
9
+3
2953
$588 ﹤0.01%
63
2954
$584 ﹤0.01%
+5
2955
$579 ﹤0.01%
+7
2956
$578 ﹤0.01%
26
-208
2957
$578 ﹤0.01%
3
+2
2958
$569 ﹤0.01%
23
-16
2959
$568 ﹤0.01%
50
-25
2960
$568 ﹤0.01%
+13
2961
$567 ﹤0.01%
3
-94
2962
$566 ﹤0.01%
6
2963
$557 ﹤0.01%
259
2964
$555 ﹤0.01%
+7
2965
$547 ﹤0.01%
+70
2966
$535 ﹤0.01%
14
-30
2967
$533 ﹤0.01%
30
2968
$520 ﹤0.01%
100
2969
$514 ﹤0.01%
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2970
$512 ﹤0.01%
100
2971
$503 ﹤0.01%
26
-556
2972
$501 ﹤0.01%
10
2973
$500 ﹤0.01%
8
-88
2974
$499 ﹤0.01%
+57
2975
$499 ﹤0.01%
120
117 118
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120 121