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
76
$6.49M 0.28%
229,874
+7,140
77
$6.47M 0.28%
50,929
+50,166
78
$6.4M 0.28%
34,241
+32,473
79
$6.35M 0.28%
53,683
-237
80
$6.34M 0.28%
12,824
+873
81
$6.28M 0.28%
12,935
-1,058
82
$6.21M 0.27%
65,787
-19,310
83
$6.06M 0.27%
85,982
+10,183
84
$5.98M 0.26%
119,409
-851
85
$5.91M 0.26%
54,548
-1,519
86
$5.9M 0.26%
15,367
+1,911
87
$5.89M 0.26%
37,307
-620
88
$5.84M 0.26%
102,062
-185
89
$5.84M 0.26%
63,866
-559
90
$5.8M 0.25%
233,745
+9,981
91
$5.63M 0.25%
34,634
-11,799
92
$5.52M 0.24%
109,129
+14,135
93
$5.45M 0.24%
29,910
-1,251
94
$5.42M 0.24%
63,238
-2,934
95
$5.31M 0.23%
48,215
-68,873
96
$5.29M 0.23%
222,192
+12,417
97
$5.13M 0.23%
51,626
+17,083
98
$5.13M 0.23%
49,445
-25,275
99
$5.13M 0.22%
66,865
+13,060
100
$5.06M 0.22%
125,189
2 3
4
5 6