IA

IFP Advisors Portfolio holdings

AUM $4.45B
1-Year Est. Return 19.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.36%
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
+$13.3M
2
+$7.15M
3
+$6.45M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$6.44M
5
IWL icon
iShares Russell Top 200 ETF
IWL
+$6.08M

Top Sells

1
+$19.5M
2
+$18.7M
3
+$17.2M
4
FTGC icon
First Trust Global Tactical Commodity Strategy Fund
FTGC
+$15.9M
5
HDV
iShares Core High Dividend ETF
HDV
+$7.24M

Sector Composition

1 Technology 8.55%
2 Financials 4.31%
3 Consumer Discretionary 3.64%
4 Industrials 3.04%
5 Healthcare 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3026
$205 ﹤0.01%
7
-138
3027
$203 ﹤0.01%
3
3028
$197 ﹤0.01%
+100
3029
$195 ﹤0.01%
24
3030
$194 ﹤0.01%
+40
3031
$189 ﹤0.01%
100
3032
$189 ﹤0.01%
1,000
3033
$182 ﹤0.01%
14
-90
3034
$179 ﹤0.01%
68
3035
$174 ﹤0.01%
13
3036
$162 ﹤0.01%
25
-4
3037
$159 ﹤0.01%
44
-59
3038
$158 ﹤0.01%
324
3039
$152 ﹤0.01%
98
-992
3040
$152 ﹤0.01%
11
3041
$145 ﹤0.01%
5
3042
$144 ﹤0.01%
+40
3043
$139 ﹤0.01%
10
3044
$139 ﹤0.01%
12
3045
$138 ﹤0.01%
50
3046
$137 ﹤0.01%
+60
3047
$136 ﹤0.01%
40
-18
3048
$135 ﹤0.01%
10
3049
$135 ﹤0.01%
2
+1
3050
$134 ﹤0.01%
5
-1
120 121
122
123 124