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
726
$364K 0.02%
8,196
-92
727
$364K 0.02%
1,454
-239
728
$353K 0.02%
4,082
+4,008
729
$352K 0.02%
+6,007
730
$352K 0.02%
5,142
-311
731
$351K 0.02%
4,809
-20,830
732
$351K 0.02%
29,438
+16,843
733
$351K 0.02%
958
-206
734
$350K 0.02%
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+143
735
$349K 0.02%
9,470
-11,051
736
$349K 0.02%
3,409
-300
737
$348K 0.02%
3,559
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738
$348K 0.02%
+15,807
739
$348K 0.02%
15,000
-2,481
740
$346K 0.02%
7,366
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741
$346K 0.02%
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742
$345K 0.02%
2,213
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743
$343K 0.02%
18,597
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744
$343K 0.02%
11,158
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745
$342K 0.02%
8,552
746
$341K 0.02%
3,087
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747
$340K 0.01%
15,375
-149
748
$339K 0.01%
4,570
+812
749
$339K 0.01%
11,895
-349
750
$339K 0.01%
18,810
-320
28 29
30
31 32