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
101
$4.96M 0.22%
26,555
+6,111
102
$4.92M 0.22%
87,629
+45,642
103
$4.86M 0.21%
51,825
+11,107
104
$4.78M 0.21%
190,917
-2,544
105
$4.72M 0.21%
244,769
+28,066
106
$4.72M 0.21%
205,240
+18,720
107
$4.65M 0.2%
37,734
-2,979
108
$4.62M 0.2%
118,106
+40,295
109
$4.57M 0.2%
62,428
-7,890
110
$4.56M 0.2%
110,438
+13,757
111
$4.41M 0.19%
75,880
+486
112
$4.35M 0.19%
174,621
+9,381
113
$4.35M 0.19%
95,373
+21,831
114
$4.32M 0.19%
126,051
+17,013
115
$4.31M 0.19%
144,613
+96,721
116
$4.3M 0.19%
8,186
+747
117
$4.27M 0.19%
27,003
-4,316
118
$4.17M 0.18%
41,418
+343
119
$4.14M 0.18%
88,082
+7,591
120
$4.08M 0.18%
165,626
-17,810
121
$4.05M 0.18%
23,123
+2,809
122
$4.02M 0.18%
17,870
+4,515
123
$3.95M 0.17%
11,405
-1,348
124
$3.95M 0.17%
7,103
+6,591
125
$3.9M 0.17%
15,636
+1,582
3 4
5
6 7