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
851
$272K 0.01%
2,433
+129
852
$271K 0.01%
5,412
-320
853
$271K 0.01%
2,218
-460
854
$270K 0.01%
1,409
-15
855
$269K 0.01%
817
-3
856
$268K 0.01%
9,582
-1,448
857
$267K 0.01%
9,035
-376
858
$267K 0.01%
1,406
+222
859
$267K 0.01%
2,810
+255
860
$267K 0.01%
6,830
-129
861
$266K 0.01%
18,252
-165
862
$265K 0.01%
4,932
-171
863
$265K 0.01%
3,824
+1,392
864
$265K 0.01%
2,960
-70
865
$263K 0.01%
22,312
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866
$263K 0.01%
3,484
-1,572
867
$262K 0.01%
4,996
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868
$260K 0.01%
6,850
-1,204
869
$260K 0.01%
2,448
+200
870
$260K 0.01%
1,602
871
$259K 0.01%
3,082
-305
872
$257K 0.01%
10,162
-6,707
873
$256K 0.01%
2,524
+2
874
$256K 0.01%
10,878
+5,063
875
$255K 0.01%
377
+325
33 34
35
36 37