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
301
$1.58M 0.07%
20,436
-1,435
302
$1.58M 0.07%
16,768
-1,498
303
$1.56M 0.07%
12,959
-576
304
$1.55M 0.07%
46,321
+35,602
305
$1.55M 0.07%
4,830
-1,025
306
$1.54M 0.07%
28,418
-2,130
307
$1.54M 0.07%
33,022
-2,998
308
$1.53M 0.07%
26,708
-1,298
309
$1.53M 0.07%
20,106
+3
310
$1.52M 0.07%
15,487
-1,050
311
$1.51M 0.07%
58,030
-538
312
$1.5M 0.07%
11,463
-2,550
313
$1.5M 0.07%
15,733
-26
314
$1.5M 0.07%
71,550
-5,674
315
$1.49M 0.07%
14,163
+2,151
316
$1.47M 0.06%
32,476
-2,199
317
$1.47M 0.06%
6,719
+5,777
318
$1.47M 0.06%
77,676
+11,242
319
$1.47M 0.06%
4,001
-1,665
320
$1.46M 0.06%
62,656
+3,993
321
$1.46M 0.06%
52,214
-13,569
322
$1.45M 0.06%
32,672
-293
323
$1.45M 0.06%
8,482
+610
324
$1.44M 0.06%
62,420
+1,900
325
$1.43M 0.06%
61,306
+589
11 12
13
14 15