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
951
$223K 0.01%
8,955
-437
952
$223K 0.01%
2,228
+531
953
$223K 0.01%
5,516
954
$223K 0.01%
4,435
-354
955
$219K 0.01%
5,664
-44
956
$218K 0.01%
8,036
957
$218K 0.01%
9,363
-2,347
958
$218K 0.01%
1,421
+190
959
$217K 0.01%
3,698
-31
960
$217K 0.01%
4,339
-85
961
$216K 0.01%
5,628
-28
962
$216K 0.01%
4,262
+1,307
963
$216K 0.01%
4,487
+2
964
$215K 0.01%
+14,911
965
$215K 0.01%
2,618
+2,134
966
$215K 0.01%
705
+186
967
$214K 0.01%
5,890
-64
968
$214K 0.01%
8,065
-2,145
969
$213K 0.01%
10,675
+2,556
970
$213K 0.01%
3,117
-337
971
$213K 0.01%
536
+43
972
$212K 0.01%
7,867
+1,301
973
$212K 0.01%
5,395
+3,546
974
$212K 0.01%
1,808
+725
975
$211K 0.01%
2,480
+770
37 38
39
40 41