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
351
$1.28M 0.06%
60,232
-7,671
352
$1.28M 0.06%
66,498
-234
353
$1.27M 0.06%
29,043
-34,928
354
$1.27M 0.06%
56,834
+7,714
355
$1.26M 0.06%
9,569
-17,846
356
$1.26M 0.06%
9,334
+283
357
$1.25M 0.06%
40,109
-511
358
$1.24M 0.05%
21,714
+1,752
359
$1.24M 0.05%
9,722
+142
360
$1.24M 0.05%
1,275
+433
361
$1.24M 0.05%
4,373
-14
362
$1.23M 0.05%
52,823
+7,697
363
$1.22M 0.05%
4,935
-414
364
$1.22M 0.05%
6,036
-1,163
365
$1.21M 0.05%
54,749
-1,039
366
$1.21M 0.05%
17,087
+12,210
367
$1.21M 0.05%
+7,991
368
$1.2M 0.05%
2,590
-646
369
$1.2M 0.05%
20,979
+13,311
370
$1.2M 0.05%
13,675
-11,430
371
$1.19M 0.05%
7,477
+531
372
$1.19M 0.05%
4,575
-1,490
373
$1.19M 0.05%
9,223
-810
374
$1.18M 0.05%
27,322
+1,250
375
$1.18M 0.05%
42,232
+3,307
13 14
15
16 17