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
1076
$170K 0.01%
4,144
+330
1077
$170K 0.01%
5,995
-468
1078
$170K 0.01%
4,662
-13,087
1079
$169K 0.01%
+6,636
1080
$169K 0.01%
3,724
+66
1081
$168K 0.01%
957
+3
1082
$168K 0.01%
502
+57
1083
$168K 0.01%
6,588
-1,539
1084
$167K 0.01%
1,607
+1,411
1085
$167K 0.01%
4,941
1086
$167K 0.01%
+2,130
1087
$167K 0.01%
4,081
+154
1088
$166K 0.01%
40,000
+10,000
1089
$166K 0.01%
11,855
-473
1090
$165K 0.01%
5,814
1091
$165K 0.01%
1,614
-1,779
1092
$165K 0.01%
4,908
1093
$164K 0.01%
22,990
+648
1094
$164K 0.01%
3,300
1095
$164K 0.01%
+3,732
1096
$163K 0.01%
1,411
+1,386
1097
$163K 0.01%
+1,558
1098
$162K 0.01%
3,366
+1,683
1099
$162K 0.01%
3,413
-120
1100
$162K 0.01%
1,947
-1,143
42 43
44
45 46