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
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
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0
3107
$4 ﹤0.01%
2
3108
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0
3109
$3 ﹤0.01%
1
-106
3110
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0
3111
$1 ﹤0.01%
1
-5
3112
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-33
3113
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-112
3114
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-341
3115
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-40
3116
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-1
3117
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0
3118
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-1,000
3119
– –
-500
3120
$0 ﹤0.01%
24
3121
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-2
3122
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-765
3123
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-7,521
3124
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-700
3125
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-603
123 124
125
126 127