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
801
$301K 0.01%
9,972
-1,019
802
$298K 0.01%
1,620
+399
803
$297K 0.01%
682
+17
804
$297K 0.01%
2,754
+292
805
$296K 0.01%
291
-425
806
$296K 0.01%
9,948
-221
807
$296K 0.01%
12,870
-1,223
808
$295K 0.01%
3,472
+46
809
$293K 0.01%
1,069
+97
810
$293K 0.01%
5,781
+1,459
811
$293K 0.01%
+2,546
812
$292K 0.01%
12,840
-4,788
813
$291K 0.01%
9,504
-399
814
$291K 0.01%
8,622
+4,949
815
$290K 0.01%
6,128
-5
816
$289K 0.01%
1,061
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817
$289K 0.01%
3,904
-308
818
$289K 0.01%
975
+170
819
$289K 0.01%
5,297
+211
820
$289K 0.01%
691
+10
821
$288K 0.01%
7,472
-900
822
$288K 0.01%
12,391
-88
823
$288K 0.01%
958
824
$288K 0.01%
19,339
+4,802
825
$287K 0.01%
+9,128
31 32
33
34 35