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
1201
$123K 0.01%
4,260
+71
1202
$123K 0.01%
2,067
+1,229
1203
$123K 0.01%
1,627
+52
1204
$122K 0.01%
2,800
-370
1205
$122K 0.01%
3,419
-2,316
1206
$122K 0.01%
1,400
-26
1207
$121K 0.01%
1,528
+466
1208
$121K 0.01%
1,198
+279
1209
$120K 0.01%
4,227
-1,087
1210
$120K 0.01%
2,652
1211
$120K 0.01%
2,080
+151
1212
$120K 0.01%
1,602
-113
1213
$119K 0.01%
1,864
-365
1214
$119K 0.01%
212
+8
1215
$119K 0.01%
3,490
-1,033
1216
$118K 0.01%
687
+104
1217
$118K 0.01%
768
+22
1218
$118K 0.01%
5,217
+3,720
1219
$118K 0.01%
3,940
+40
1220
$118K 0.01%
825
+740
1221
$118K 0.01%
301
+116
1222
$117K 0.01%
7,059
+1,305
1223
$117K 0.01%
+2,900
1224
$117K 0.01%
1,520
-50
1225
$117K 0.01%
2,167
+9
47 48
49
50 51