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
3076
$46 ﹤0.01%
2
3077
$44 ﹤0.01%
1
3078
$44 ﹤0.01%
+1
3079
$43 ﹤0.01%
24
3080
$43 ﹤0.01%
1
3081
$40 ﹤0.01%
2
-1,042
3082
$37 ﹤0.01%
2
3083
$32 ﹤0.01%
10
3084
$30 ﹤0.01%
4
+1
3085
$30 ﹤0.01%
+3
3086
$26 ﹤0.01%
6
3087
$24 ﹤0.01%
4
3088
$24 ﹤0.01%
18
-67
3089
$24 ﹤0.01%
2,000
3090
$21 ﹤0.01%
1
3091
$20 ﹤0.01%
1
3092
$20 ﹤0.01%
3
3093
$17 ﹤0.01%
3
3094
$15 ﹤0.01%
1
3095
$14 ﹤0.01%
70
3096
$13 ﹤0.01%
1
3097
$12 ﹤0.01%
+3
3098
$11 ﹤0.01%
1
-206
3099
– –
-28
3100
$7 ﹤0.01%
200
122 123
124
125 126