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
1151
$143K 0.01%
3,394
-123
1152
$142K 0.01%
3,012
+632
1153
$142K 0.01%
562
+20
1154
$142K 0.01%
4,644
-350
1155
$141K 0.01%
2,884
+747
1156
$141K 0.01%
2,333
-51
1157
$140K 0.01%
3,167
+827
1158
$140K 0.01%
115
-30
1159
$139K 0.01%
2,448
+38
1160
$139K 0.01%
3,338
+890
1161
$139K 0.01%
1,340
+1,200
1162
$139K 0.01%
5,330
-1,070
1163
$138K 0.01%
1,084
-1,737
1164
$138K 0.01%
6,750
1165
$137K 0.01%
5,145
-299
1166
$137K 0.01%
2,788
-45
1167
$137K 0.01%
3,533
1168
$136K 0.01%
1,514
-9,875
1169
$136K 0.01%
12,136
-53,941
1170
$136K 0.01%
1,019
+19
1171
$135K 0.01%
1,288
+512
1172
$134K 0.01%
3,169
-265
1173
$133K 0.01%
771
-76
1174
$133K 0.01%
2,182
-1,120
1175
$133K 0.01%
794
-133
45 46
47
48 49