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
1126
$153K 0.01%
1,537
-106
1127
$152K 0.01%
5,290
+400
1128
$152K 0.01%
973
+152
1129
$152K 0.01%
7,569
1130
$151K 0.01%
182
-194
1131
$150K 0.01%
1,471
-356
1132
$149K 0.01%
3,359
-5,178
1133
$149K 0.01%
1,500
1134
$148K 0.01%
750
-73
1135
$148K 0.01%
1,197
+8
1136
$148K 0.01%
4,135
+2,364
1137
$148K 0.01%
6,504
-5,932
1138
$148K 0.01%
33,102
+16,360
1139
$147K 0.01%
1,468
-377
1140
$147K 0.01%
3,188
-28
1141
$147K 0.01%
616
+102
1142
$146K 0.01%
4,931
+1,241
1143
$146K 0.01%
3,000
1144
$145K 0.01%
2,433
+1,294
1145
$144K 0.01%
1,153
-659
1146
$144K 0.01%
613
-202
1147
$144K 0.01%
3,161
+798
1148
$144K 0.01%
591
+224
1149
$144K 0.01%
1,484
-1,035
1150
$144K 0.01%
1,800
44 45
46
47 48