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
3176
– –
-94
3177
– –
-28
3178
– –
-29
3179
– –
-202
3180
– –
-21
3181
– –
-300
3182
– –
-6
3183
– –
-575
3184
– –
-280
3185
– –
-1,460
3186
– –
-300
3187
– –
-1
3188
– –
-2
3189
– –
-120
3190
– –
-34
3191
– –
-400
3192
– –
-85
3193
– –
-5
3194
– –
-643
3195
– –
-103
3196
– –
-12
3197
– –
-401
3198
– –
-1,190
3199
– –
-171
3200
– –
-55
126 127
128
129 130