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
1001
$199K 0.01%
2,144
+215
1002
$199K 0.01%
6,483
-657
1003
$199K 0.01%
3,062
-17
1004
$198K 0.01%
1,966
+373
1005
$198K 0.01%
775
-3
1006
$198K 0.01%
1,734
-9,141
1007
$197K 0.01%
40,870
+700
1008
$197K 0.01%
758
+9
1009
$196K 0.01%
+3,734
1010
$195K 0.01%
14,271
+3,229
1011
$195K 0.01%
2,604
+811
1012
$194K 0.01%
6,004
1013
$193K 0.01%
6,778
-233
1014
$193K 0.01%
6,315
+2,315
1015
$193K 0.01%
6,837
-254
1016
$193K 0.01%
659
1017
$192K 0.01%
1,288
-27
1018
$191K 0.01%
5,110
-7
1019
$191K 0.01%
+18,037
1020
$191K 0.01%
160
-40
1021
$191K 0.01%
8,383
1022
$191K 0.01%
3,700
1023
$190K 0.01%
17,301
-300
1024
$190K 0.01%
3,292
-106
1025
$190K 0.01%
1,138
+398
39 40
41
42 43