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
476
$773K 0.03%
1,763
-48
477
$772K 0.03%
4,950
+505
478
$771K 0.03%
8,920
+3,834
479
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12,676
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480
$764K 0.03%
26,398
+1,983
481
$764K 0.03%
26,778
+3,614
482
$763K 0.03%
5,141
+2,417
483
$761K 0.03%
9,213
+408
484
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30,540
+12,550
485
$757K 0.03%
12,158
-486
486
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17,487
+2,853
487
$749K 0.03%
10,232
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488
$749K 0.03%
5,979
+1,571
489
$748K 0.03%
3,287
+156
490
$746K 0.03%
15,874
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40,911
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492
$734K 0.03%
38,475
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493
$733K 0.03%
14,644
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494
$733K 0.03%
3,023
-39
495
$732K 0.03%
25,077
+4,783
496
$732K 0.03%
6,646
+157
497
$731K 0.03%
17,349
-2,473
498
$728K 0.03%
2,080
-82
499
$726K 0.03%
4,091
+1,054
500
$721K 0.03%
25,703
-9,747
18 19
20
21 22