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
751
$339K 0.01%
1,572
+128
752
$338K 0.01%
6,710
+883
753
$338K 0.01%
7,192
-617
754
$338K 0.01%
8,329
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755
$337K 0.01%
1,580
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756
$333K 0.01%
9,317
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757
$333K 0.01%
784
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758
$331K 0.01%
10,263
-112
759
$330K 0.01%
6,172
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760
$329K 0.01%
762
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5,689
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762
$326K 0.01%
4,317
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$325K 0.01%
15,523
+8,783
764
$325K 0.01%
6,599
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$323K 0.01%
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$322K 0.01%
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768
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2,476
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2,176
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770
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4,850
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$319K 0.01%
4,614
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$318K 0.01%
8,958
773
$318K 0.01%
14,132
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774
$317K 0.01%
+27,204
775
$316K 0.01%
4,660
-273
29 30
31
32 33