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
3001
$360 ﹤0.01%
9
-50
3002
$360 ﹤0.01%
+150
3003
$356 ﹤0.01%
7,900
3004
$353 ﹤0.01%
9
3005
$349 ﹤0.01%
71
3006
$346 ﹤0.01%
52
3007
$326 ﹤0.01%
100
3008
$317 ﹤0.01%
3,593
+3,557
3009
$312 ﹤0.01%
19
3010
$298 ﹤0.01%
50
3011
$296 ﹤0.01%
114
3012
$288 ﹤0.01%
200
3013
$282 ﹤0.01%
30
3014
$279 ﹤0.01%
10
3015
$272 ﹤0.01%
100
-400
3016
$264 ﹤0.01%
5
-183
3017
$240 ﹤0.01%
50
3018
$240 ﹤0.01%
10
3019
$231 ﹤0.01%
4
-29
3020
$228 ﹤0.01%
76
-150
3021
$211 ﹤0.01%
31
3022
$210 ﹤0.01%
30
3023
$206 ﹤0.01%
4
3024
$206 ﹤0.01%
17
3025
$206 ﹤0.01%
8
+4
119 120
121
122 123