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
601
$508K 0.02%
23,684
-240
602
$506K 0.02%
8,416
-5,588
603
$505K 0.02%
12,439
-2,173
604
$505K 0.02%
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605
$505K 0.02%
3,254
-147
606
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15,016
607
$503K 0.02%
2,721
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608
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+11,589
609
$502K 0.02%
9,356
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610
$502K 0.02%
138
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611
$501K 0.02%
3,612
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612
$496K 0.02%
1,712
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613
$493K 0.02%
29,175
-9,004
614
$493K 0.02%
9,807
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615
$492K 0.02%
4,463
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$489K 0.02%
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7,237
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619
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505
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620
$484K 0.02%
12,429
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621
$484K 0.02%
22,322
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622
$483K 0.02%
1,545
-64
623
$481K 0.02%
11,037
+1,578
624
$479K 0.02%
1,806
-710
625
$478K 0.02%
13,838
-3,283
23 24
25
26 27