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
676
$413K 0.02%
17,509
-1,147
677
$413K 0.02%
3,801
+3,606
678
$412K 0.02%
9,055
-14
679
$412K 0.02%
5,866
+778
680
$411K 0.02%
2,655
-33
681
$410K 0.02%
2,979
+1,602
682
$410K 0.02%
1,655
+1
683
$410K 0.02%
7,837
-42
684
$407K 0.02%
8,681
+656
685
$405K 0.02%
7,482
-155
686
$404K 0.02%
4,289
-2,730
687
$401K 0.02%
9,532
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688
$400K 0.02%
1,960
+13
689
$397K 0.02%
12,385
-124
690
$397K 0.02%
31,793
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691
$396K 0.02%
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$394K 0.02%
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693
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22,090
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694
$392K 0.02%
756
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695
$392K 0.02%
11,464
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696
$391K 0.02%
8,009
-4,490
697
$391K 0.02%
3,326
+146
698
$384K 0.02%
31,334
-12,625
699
$383K 0.02%
13,623
-141
700
$383K 0.02%
1,501
-1
26 27
28
29 30