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
3101
– –
-2,700
3102
$6 ﹤0.01%
1
-176
3103
$6 ﹤0.01%
287
3104
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0
3105
$5 ﹤0.01%
1,000
3106
$4 ﹤0.01%
2
3107
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0
3108
– –
0
3109
$3 ﹤0.01%
1
-106
3110
– –
0
3111
$1 ﹤0.01%
1
-5
3112
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-110
3113
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-222
3114
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-190
3115
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-9
3116
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-29
3117
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-33
3118
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-112
3119
– –
0
3120
– –
-875
3121
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-195
3122
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-25
3123
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-49
3124
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3125
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-174
123 124
125
126 127