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
426
$937K 0.04%
29,334
+2
427
$937K 0.04%
5,094
-275
428
$937K 0.04%
11,682
-2,209
429
$905K 0.04%
3,007
+263
430
$902K 0.04%
4,729
+1,239
431
$900K 0.04%
10,329
-1,272
432
$893K 0.04%
39,305
+114
433
$892K 0.04%
7,160
+66
434
$890K 0.04%
24,605
-1,648
435
$887K 0.04%
38,781
+1,640
436
$885K 0.04%
36,158
+30,815
437
$874K 0.04%
5,296
+1,387
438
$872K 0.04%
32,959
-1,089
439
$872K 0.04%
39,339
+120
440
$864K 0.04%
3,195
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441
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4,823
-80
442
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22,327
-427
443
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3,755
444
$863K 0.04%
17,204
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445
$863K 0.04%
7,525
+5,705
446
$858K 0.04%
1,126
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447
$858K 0.04%
61,836
-9,934
448
$856K 0.04%
16,887
-3,790
449
$854K 0.04%
42,494
+105
450
$847K 0.04%
14,458
+11,545
16 17
18
19 20