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
926
$235K 0.01%
10,023
+5,661
927
$234K 0.01%
9,010
+447
928
$233K 0.01%
1,038
+16
929
$233K 0.01%
11,000
930
$233K 0.01%
6,108
-838
931
$233K 0.01%
1,397
+1,051
932
$233K 0.01%
7,131
+167
933
$232K 0.01%
3,383
-14
934
$231K 0.01%
12,057
+1,341
935
$230K 0.01%
6,397
-846
936
$230K 0.01%
647
+19
937
$230K 0.01%
1,275
-26
938
$228K 0.01%
9,622
-688,810
939
$228K 0.01%
1,959
-190
940
$228K 0.01%
1,170
+26
941
$227K 0.01%
655
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942
$226K 0.01%
3,611
+2,370
943
$225K 0.01%
13,344
944
$225K 0.01%
6,930
-466
945
$225K 0.01%
2,873
+805
946
$224K 0.01%
2,570
+37
947
$224K 0.01%
8,822
-2,310
948
$224K 0.01%
1,358
+8
949
$224K 0.01%
2,473
+843
950
$223K 0.01%
5,253
+1,352
36 37
38
39 40