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
3051
$130 ﹤0.01%
8
-181
3052
$130 ﹤0.01%
6
3053
$128 ﹤0.01%
+7
3054
$121 ﹤0.01%
10
3055
$118 ﹤0.01%
3
3056
$114 ﹤0.01%
25
3057
$106 ﹤0.01%
2
3058
$101 ﹤0.01%
+250
3059
$98 ﹤0.01%
37
3060
– –
0
3061
– –
0
3062
$92 ﹤0.01%
+35
3063
$91 ﹤0.01%
134
3064
$88 ﹤0.01%
50
3065
$86 ﹤0.01%
2
3066
$83 ﹤0.01%
57
+47
3067
$83 ﹤0.01%
10
3068
$80 ﹤0.01%
6
-145
3069
$79 ﹤0.01%
100
3070
$75 ﹤0.01%
20
3071
$75 ﹤0.01%
+200
3072
$68 ﹤0.01%
2
-594
3073
$61 ﹤0.01%
18
3074
$60 ﹤0.01%
82
+74
3075
$50 ﹤0.01%
20
-300
121 122
123
124 125