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
326
$1.42M 0.06%
14,956
+664
327
$1.42M 0.06%
12,624
+11,274
328
$1.41M 0.06%
8,988
-360
329
$1.4M 0.06%
1,122
+997
330
$1.39M 0.06%
17,269
-3,742
331
$1.39M 0.06%
2,896
-1,363
332
$1.38M 0.06%
10,782
+4,616
333
$1.38M 0.06%
9,828
+136
334
$1.38M 0.06%
39,765
-3,068
335
$1.38M 0.06%
3,796
+850
336
$1.37M 0.06%
+36,093
337
$1.37M 0.06%
1,966
-638
338
$1.37M 0.06%
31,061
+2,113
339
$1.36M 0.06%
12,657
-3,285
340
$1.36M 0.06%
27,156
+7,490
341
$1.35M 0.06%
10,329
-1,931
342
$1.34M 0.06%
25,112
-1,761
343
$1.33M 0.06%
35,486
344
$1.33M 0.06%
7,858
+181
345
$1.33M 0.06%
6,442
-191
346
$1.33M 0.06%
17,182
-11,202
347
$1.32M 0.06%
36,768
-324
348
$1.32M 0.06%
20,928
+4,867
349
$1.32M 0.06%
5,075
-282
350
$1.28M 0.06%
22,728
+2,236
12 13
14
15 16