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
1026
$190K 0.01%
3,017
-599
1027
$189K 0.01%
5,274
-327
1028
$187K 0.01%
5,057
-861
1029
$187K 0.01%
15,508
+1,975
1030
$187K 0.01%
+5,465
1031
$186K 0.01%
4,588
1032
$186K 0.01%
6,573
-12,379
1033
$186K 0.01%
2,524
+4
1034
$185K 0.01%
9,200
1035
$185K 0.01%
724
-2
1036
$184K 0.01%
2,068
1037
$184K 0.01%
4,958
-262
1038
$183K 0.01%
+4,119
1039
$183K 0.01%
+7,128
1040
$183K 0.01%
5,750
+150
1041
$183K 0.01%
1,326
+5
1042
$183K 0.01%
+12,750
1043
$182K 0.01%
1,049
-22
1044
$182K 0.01%
4,792
+3,667
1045
$182K 0.01%
573
-2
1046
$182K 0.01%
+8,750
1047
$181K 0.01%
3,072
+25
1048
$181K 0.01%
4,002
+381
1049
$180K 0.01%
6,501
+563
1050
$179K 0.01%
11,961
-1,024
40 41
42
43 44