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
451
$843K 0.04%
33,507
+1,790
452
$841K 0.04%
18,376
+2,150
453
$841K 0.04%
1,370
-370
454
$841K 0.04%
46,939
-9,985
455
$840K 0.04%
7,311
-422
456
$835K 0.04%
5,633
-29
457
$833K 0.04%
26,338
-521
458
$829K 0.04%
12,866
+912
459
$826K 0.04%
25,280
-1,308
460
$826K 0.04%
1,976
-159
461
$825K 0.04%
18,956
+7,469
462
$823K 0.04%
3,491
+2,506
463
$815K 0.04%
25,044
-1
464
$814K 0.04%
7,175
-394
465
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9,112
+1,394
466
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13,297
-2,649
467
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24,900
-2,254
468
$794K 0.03%
4,766
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469
$793K 0.03%
6,131
-85
470
$792K 0.03%
27,148
+557
471
$790K 0.03%
36,004
+89
472
$789K 0.03%
29,789
-7,093
473
$782K 0.03%
6,311
-314
474
$782K 0.03%
6,112
-393
475
$775K 0.03%
13,377
+2,230
17 18
19
20 21