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
1101
$161K 0.01%
1,982
+1
1102
$161K 0.01%
1,384
-22
1103
$160K 0.01%
2,249
-302
1104
$160K 0.01%
8,148
+800
1105
$160K 0.01%
2,421
-1,743
1106
$160K 0.01%
1,418
-14
1107
$159K 0.01%
4,043
+74
1108
$159K 0.01%
420
-85
1109
$159K 0.01%
4,903
-500
1110
$159K 0.01%
3,702
-42
1111
$159K 0.01%
3,659
+130
1112
$158K 0.01%
3,487
-94
1113
$157K 0.01%
2,427
-626
1114
$156K 0.01%
3,247
+12
1115
$156K 0.01%
798
-214
1116
$156K 0.01%
2,559
-424
1117
$155K 0.01%
7,808
+3,515
1118
$155K 0.01%
9,495
+2,562
1119
$155K 0.01%
+11,025
1120
$155K 0.01%
2,889
-1,520
1121
$155K 0.01%
3,325
+1
1122
$154K 0.01%
1,497
-13,519
1123
$154K 0.01%
+11,636
1124
$154K 0.01%
5,973
1125
$153K 0.01%
3,353
-658
43 44
45
46 47