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
826
$287K 0.01%
3,203
-186
827
$285K 0.01%
+7,746
828
$285K 0.01%
3,973
-734
829
$285K 0.01%
14,514
+737
830
$285K 0.01%
3,598
+104
831
$285K 0.01%
12,031
-2,144
832
$285K 0.01%
7,328
-118
833
$285K 0.01%
12,950
-13,245
834
$285K 0.01%
11,693
+20
835
$284K 0.01%
4,876
-36
836
$282K 0.01%
4,279
-10
837
$281K 0.01%
3,945
+100
838
$281K 0.01%
6,268
+1,208
839
$280K 0.01%
4,282
-385
840
$278K 0.01%
6,484
-154
841
$278K 0.01%
1,057
-66
842
$277K 0.01%
31,673
-181
843
$276K 0.01%
27,195
+275
844
$276K 0.01%
4,361
+1,831
845
$276K 0.01%
11,052
+56
846
$275K 0.01%
4,650
+2,018
847
$275K 0.01%
3,652
+252
848
$274K 0.01%
6,365
+1,449
849
$273K 0.01%
13,539
-560
850
$273K 0.01%
505
+85
32 33
34
35 36