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
276
$1.75M 0.08%
21,097
+221
277
$1.74M 0.08%
14,126
-1,202
278
$1.74M 0.08%
30,019
+13,250
279
$1.74M 0.08%
6,957
-897
280
$1.73M 0.08%
78,329
+5,668
281
$1.73M 0.08%
62,375
+13,294
282
$1.73M 0.08%
15,841
-788
283
$1.72M 0.08%
64,190
+32,432
284
$1.72M 0.08%
36,931
-4,014
285
$1.71M 0.08%
18,716
+5,395
286
$1.71M 0.08%
44,053
-15,694
287
$1.71M 0.07%
33,846
+1,762
288
$1.7M 0.07%
4,754
+310
289
$1.68M 0.07%
8,527
-1,972
290
$1.68M 0.07%
9,209
-1,204
291
$1.66M 0.07%
29,601
+1,704
292
$1.66M 0.07%
11,662
+2,768
293
$1.63M 0.07%
71,125
-18,822
294
$1.63M 0.07%
64,410
+933
295
$1.63M 0.07%
29,670
-2,417
296
$1.63M 0.07%
17,249
+2,765
297
$1.63M 0.07%
26,800
-20,190
298
$1.63M 0.07%
83,418
+9,164
299
$1.62M 0.07%
11,882
+7,465
300
$1.58M 0.07%
21,909
-6,350
10 11
12
13 14