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
651
$448K 0.02%
15,533
+1,497
652
$446K 0.02%
19,851
+5,436
653
$445K 0.02%
9,134
-233
654
$443K 0.02%
3,520
+693
655
$442K 0.02%
6,236
+5,061
656
$438K 0.02%
3,361
-150
657
$437K 0.02%
13,266
-560
658
$436K 0.02%
763
+174
659
$434K 0.02%
4,033
660
$430K 0.02%
3,349
-224
661
$429K 0.02%
3,522
-505
662
$429K 0.02%
3,616
+81
663
$427K 0.02%
2,774
-95
664
$425K 0.02%
11,625
+1,491
665
$424K 0.02%
16,205
+14,722
666
$423K 0.02%
1,824
-261
667
$422K 0.02%
11,951
+504
668
$422K 0.02%
2,700
+106
669
$421K 0.02%
5,264
+629
670
$420K 0.02%
26,601
-920
671
$420K 0.02%
1,858
+427
672
$419K 0.02%
+7,302
673
$417K 0.02%
2,614
-184
674
$416K 0.02%
3,239
-2,606
675
$413K 0.02%
17,378
-488
25 26
27
28 29