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
576
$553K 0.02%
17,366
+1,100
577
$551K 0.02%
13,074
+1,720
578
$546K 0.02%
19,129
+18
579
$545K 0.02%
2,179
-24
580
$545K 0.02%
42,893
+1,924
581
$540K 0.02%
97,894
+9,557
582
$538K 0.02%
8,980
+1,195
583
$537K 0.02%
5,881
-60
584
$536K 0.02%
7,388
+672
585
$533K 0.02%
26,279
+518
586
$530K 0.02%
1,522
+1,516
587
$529K 0.02%
28,253
-12,156
588
$527K 0.02%
29,286
589
$526K 0.02%
5,861
+1,359
590
$525K 0.02%
13,049
+329
591
$524K 0.02%
12,484
-966
592
$523K 0.02%
71,548
+7,943
593
$523K 0.02%
7,800
-204
594
$521K 0.02%
1,456
-7
595
$517K 0.02%
9,689
+144
596
$516K 0.02%
12,643
-3,797
597
$515K 0.02%
20,792
-2,512
598
$515K 0.02%
4,750
+631
599
$511K 0.02%
29,539
600
$509K 0.02%
4,259
-2,131
22 23
24
25 26