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
1051
$178K 0.01%
5,819
-170
1052
$178K 0.01%
2,377
+5
1053
$178K 0.01%
+6,203
1054
$178K 0.01%
4,347
-646
1055
$178K 0.01%
2,120
-23
1056
$177K 0.01%
3,910
-1,525
1057
$177K 0.01%
8,415
+266
1058
$177K 0.01%
4,504
1059
$177K 0.01%
6,390
-2,204
1060
$177K 0.01%
1,204
-52
1061
$176K 0.01%
817
-1
1062
$176K 0.01%
3,800
1063
$175K 0.01%
11,746
+165
1064
$175K 0.01%
2,727
+2,675
1065
$173K 0.01%
19,915
+18,764
1066
$173K 0.01%
3,280
+30
1067
$173K 0.01%
1,335
-9
1068
$173K 0.01%
6,979
+3,880
1069
$173K 0.01%
3,621
+426
1070
$172K 0.01%
3,068
-38
1071
$172K 0.01%
1,896
+76
1072
$172K 0.01%
14,565
-1,032
1073
$172K 0.01%
1,302
+21
1074
$171K 0.01%
1,829
+13
1075
$170K 0.01%
5,750
+105
41 42
43
44 45