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
26
$15.2M 0.67%
31,651
+4,325
27
$14.9M 0.65%
98,499
+4,871
28
$14.5M 0.64%
287,402
+127,884
29
$14.5M 0.63%
124,415
-8,645
30
$14.5M 0.63%
395,636
+47,032
31
$14.4M 0.63%
298,500
+63,266
32
$13.9M 0.61%
125,756
+26,031
33
$13.8M 0.61%
153,655
+7,991
34
$13.7M 0.6%
324,146
-16,577
35
$13.7M 0.6%
264,551
-43,577
36
$13.5M 0.59%
500,922
+155,508
37
$12.8M 0.56%
355,569
+107
38
$12.3M 0.54%
363,131
+11,190
39
$12.3M 0.54%
274,260
+6,970
40
$12.1M 0.53%
151,194
+4,465
41
$11.4M 0.5%
62,534
+1,135
42
$11.4M 0.5%
15,526
+2,198
43
$11.2M 0.49%
387,056
-29,627
44
$11.1M 0.49%
152,082
-8,839
45
$10.9M 0.48%
528,600
-16,818
46
$10.7M 0.47%
300,463
+590
47
$10.4M 0.46%
202,487
+19,771
48
$10.4M 0.45%
237,637
+74,446
49
$10.2M 0.45%
113,615
+4,560
50
$10.2M 0.45%
155,031
+5,544
1
2
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