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
776
$315K 0.01%
3,085
-534
777
$315K 0.01%
8,937
+4,510
778
$315K 0.01%
6,807
+52
779
$313K 0.01%
1,148
-16
780
$313K 0.01%
+15,501
781
$312K 0.01%
25,185
-240
782
$312K 0.01%
13,868
-1,149
783
$312K 0.01%
2,344
+4
784
$312K 0.01%
59,122
+54,992
785
$311K 0.01%
4,542
-237
786
$309K 0.01%
9,285
-265
787
$308K 0.01%
+14,500
788
$307K 0.01%
7,186
+540
789
$306K 0.01%
5,320
+1,733
790
$306K 0.01%
2,295
+45
791
$305K 0.01%
2,048
+27
792
$304K 0.01%
5,900
+20
793
$304K 0.01%
8,258
+1,814
794
$303K 0.01%
2,110
+529
795
$303K 0.01%
2,884
+680
796
$303K 0.01%
8,377
-932
797
$303K 0.01%
8,257
+1,876
798
$303K 0.01%
2,031
+897
799
$302K 0.01%
3,119
-1,342
800
$302K 0.01%
14,716
+3,269
30 31
32
33 34