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
526
$671K 0.03%
5,326
-39,337
527
$667K 0.03%
7,642
+35
528
$666K 0.03%
2,140
-41
529
$663K 0.03%
1,662
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530
$662K 0.03%
1,683
-16
531
$657K 0.03%
31,576
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532
$657K 0.03%
89,970
+37,302
533
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25,312
-133
534
$656K 0.03%
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535
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536
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2,152
-35
537
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5,410
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538
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1,029
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539
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18,328
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17,067
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$631K 0.03%
5,930
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546
$626K 0.03%
7,248
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547
$622K 0.03%
17,578
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548
$618K 0.03%
30,163
+3,353
549
$614K 0.03%
14,949
-7,214
550
$612K 0.03%
3,093
-57
20 21
22
23 24