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
376
$1.18M 0.05%
10,361
+354
377
$1.18M 0.05%
5,360
+1,972
378
$1.17M 0.05%
4,131
+134
379
$1.17M 0.05%
31,311
-39
380
$1.17M 0.05%
10,407
+2,074
381
$1.16M 0.05%
45,873
+3,041
382
$1.16M 0.05%
2,425
+24
383
$1.15M 0.05%
17,199
-1,210
384
$1.15M 0.05%
16,897
-3,000
385
$1.15M 0.05%
44,182
-8,302
386
$1.13M 0.05%
10,584
-98
387
$1.13M 0.05%
28,256
+4,917
388
$1.11M 0.05%
9,408
-10,983
389
$1.11M 0.05%
55,089
+541
390
$1.1M 0.05%
6,756
+233
391
$1.1M 0.05%
35,606
+20,309
392
$1.1M 0.05%
23,091
+193
393
$1.09M 0.05%
15,746
+12,160
394
$1.09M 0.05%
46,883
-3,051
395
$1.08M 0.05%
21,022
-9,020
396
$1.07M 0.05%
10,560
-8,400
397
$1.06M 0.05%
1,277
+194
398
$1.06M 0.05%
5,367
+97
399
$1.06M 0.05%
7,131
+232
400
$1.06M 0.05%
2,026
+344
14 15
16
17 18