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
401
$1.05M 0.05%
36,307
-11,687
402
$1.04M 0.05%
22,299
-12,370
403
$1.03M 0.05%
6,305
-594
404
$1.03M 0.05%
27,072
-5,256
405
$1.03M 0.05%
8,950
+2
406
$1.02M 0.04%
4,934
+33
407
$1.02M 0.04%
17,118
+15,441
408
$1.01M 0.04%
62,091
+26,613
409
$1.01M 0.04%
27,229
+347
410
$1.01M 0.04%
20,019
-15,004
411
$1.01M 0.04%
26,758
+880
412
$1M 0.04%
6,436
-7,829
413
$995K 0.04%
19,675
-24,278
414
$986K 0.04%
3,854
-287
415
$981K 0.04%
7,141
+604
416
$980K 0.04%
36,082
-5,705
417
$979K 0.04%
30,664
+26,049
418
$977K 0.04%
38,524
+1,735
419
$969K 0.04%
3,840
+1,446
420
$960K 0.04%
13,414
-51
421
$957K 0.04%
4,492
+156
422
$954K 0.04%
21,046
-3,933
423
$945K 0.04%
64,051
+31,370
424
$942K 0.04%
11,814
+479
425
$941K 0.04%
18,712
-4,945
15 16
17
18 19