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
901
$244K 0.01%
10,436
-819
902
$243K 0.01%
4,466
+117
903
$243K 0.01%
5,078
+982
904
$243K 0.01%
1,262
-80
905
$243K 0.01%
10,472
-1,879
906
$242K 0.01%
614
-5
907
$242K 0.01%
3,090
-868
908
$241K 0.01%
6,497
909
$240K 0.01%
719
-113
910
$240K 0.01%
767
+116
911
$240K 0.01%
1,124
+108
912
$240K 0.01%
11,803
+2,234
913
$239K 0.01%
1,997
914
$239K 0.01%
4,016
-840
915
$239K 0.01%
5,746
-555
916
$238K 0.01%
1,214
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917
$238K 0.01%
3,011
-197
918
$237K 0.01%
3,370
+211
919
$237K 0.01%
1,030
+28
920
$237K 0.01%
3,346
-1,179
921
$236K 0.01%
1,801
-50
922
$236K 0.01%
1,845
+2
923
$236K 0.01%
2,945
-1,404
924
$236K 0.01%
3,542
+1
925
$236K 0.01%
5,195
35 36
37
38 39