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
51
$9.59M 0.42%
79,240
+2,440
52
$9.5M 0.42%
48,695
-206
53
$9.08M 0.4%
18,860
-19
54
$8.71M 0.38%
427,863
-1,722
55
$8.71M 0.38%
363,681
-53,851
56
$8.5M 0.37%
32,697
-4,119
57
$8.47M 0.37%
168,757
+5,147
58
$8.38M 0.37%
144,239
+1,771
59
$8.34M 0.37%
10,717
-787
60
$8.29M 0.36%
143,220
-41,877
61
$8.17M 0.36%
519,170
+8,550
62
$8.16M 0.36%
29,221
-194
63
$7.85M 0.34%
92,970
-213,833
64
$7.65M 0.34%
36,405
-6,572
65
$7.56M 0.33%
115,032
-4,655
66
$7.45M 0.33%
81,126
-6,889
67
$7.31M 0.32%
197,549
+14,821
68
$6.84M 0.3%
208,052
+65,755
69
$6.82M 0.3%
32,413
+20,793
70
$6.57M 0.29%
69,413
+14,411
71
$6.53M 0.29%
42,889
+2,300
72
$6.53M 0.29%
107,431
-6,339
73
$6.52M 0.29%
59,031
+15,733
74
$6.51M 0.29%
273,146
+11,109
75
$6.51M 0.29%
41,788
+37,359
1 2
3
4 5