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
626
$475K 0.02%
10,274
+3,106
627
$473K 0.02%
14,640
-14,913
628
$472K 0.02%
3,585
+1,141
629
$471K 0.02%
12,516
630
$470K 0.02%
8,100
+1,050
631
$469K 0.02%
4,038
+2,665
632
$468K 0.02%
6,096
+366
633
$467K 0.02%
1,724
+195
634
$466K 0.02%
1,058
-126
635
$466K 0.02%
1,531
+522
636
$466K 0.02%
2,260
637
$464K 0.02%
146
638
$463K 0.02%
4,417
-1,211
639
$462K 0.02%
4,092
+404
640
$462K 0.02%
12,786
+3,727
641
$462K 0.02%
5,651
-2,219
642
$460K 0.02%
2,849
-65
643
$459K 0.02%
2,199
+366
644
$458K 0.02%
4,633
-2,667
645
$456K 0.02%
15,583
646
$451K 0.02%
3,212
-21
647
$450K 0.02%
6,544
+2,014
648
$450K 0.02%
13,864
+12,794
649
$449K 0.02%
10,705
-1,935
650
$449K 0.02%
6,209
+4,355
24 25
26
27 28