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
1226
$116K 0.01%
872
+58
1227
$115K 0.01%
4,000
-7,228
1228
$115K 0.01%
332
-68
1229
$115K 0.01%
5,605
+3,555
1230
$115K 0.01%
1,453
-17
1231
$115K 0.01%
1,951
-209
1232
$114K 0.01%
+14,000
1233
$114K 0.01%
75
+1
1234
$114K 0.01%
505
+281
1235
$114K 0.01%
1,744
-1,112
1236
$114K 0.01%
450
+233
1237
$114K 0.01%
4,157
+71
1238
$114K 0.01%
7,567
1239
$113K 0.01%
7,321
-1,000
1240
$113K 0.01%
3,725
-1,762
1241
$113K 0.01%
3,423
+296
1242
$113K ﹤0.01%
1,620
+1,061
1243
$112K ﹤0.01%
1,700
1244
$112K ﹤0.01%
1,199
1245
$112K ﹤0.01%
1,050
-840
1246
$112K ﹤0.01%
3,377
-38
1247
$112K ﹤0.01%
1,626
+446
1248
$112K ﹤0.01%
2,027
-9
1249
$111K ﹤0.01%
3,206
1250
$111K ﹤0.01%
+3,400
48 49
50
51 52