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
876
$255K 0.01%
8,591
+2,000
877
$254K 0.01%
5,272
878
$254K 0.01%
1,936
+83
879
$254K 0.01%
6,082
-1,206
880
$254K 0.01%
3,323
-2,684
881
$253K 0.01%
18,166
+360
882
$253K 0.01%
7,850
+5,796
883
$253K 0.01%
5,323
+444
884
$252K 0.01%
7,868
-2,000
885
$252K 0.01%
5,700
-8
886
$252K 0.01%
749
+1
887
$251K 0.01%
2,617
888
$251K 0.01%
5,280
889
$251K 0.01%
2,355
-482
890
$250K 0.01%
5,272
-538
891
$250K 0.01%
8,418
+2,018
892
$250K 0.01%
+4,711
893
$250K 0.01%
389
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894
$248K 0.01%
4,740
-285
895
$248K 0.01%
6,293
-1,532
896
$248K 0.01%
1,853
+421
897
$247K 0.01%
2,133
+1,453
898
$246K 0.01%
3,975
-1,105
899
$246K 0.01%
3,511
+144
900
$244K 0.01%
3,498
-303
34 35
36
37 38