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
1251
$111K ﹤0.01%
2,397
+446
1252
$111K ﹤0.01%
2,441
-1,476
1253
$110K ﹤0.01%
5,634
+333
1254
$109K ﹤0.01%
3,877
1255
$109K ﹤0.01%
2,805
+31
1256
$109K ﹤0.01%
531
+124
1257
$109K ﹤0.01%
2,505
-18
1258
$108K ﹤0.01%
1,476
-13
1259
$108K ﹤0.01%
1,200
1260
$108K ﹤0.01%
4,135
+390
1261
$107K ﹤0.01%
3,853
+1,907
1262
$107K ﹤0.01%
2,110
+46
1263
$107K ﹤0.01%
1,511
1264
$106K ﹤0.01%
2,900
1265
$106K ﹤0.01%
1,295
-222
1266
$105K ﹤0.01%
1,020
1267
$105K ﹤0.01%
878
+344
1268
$105K ﹤0.01%
+1,105
1269
$105K ﹤0.01%
2,733
1270
$104K ﹤0.01%
920
-791
1271
$104K ﹤0.01%
2,584
-150
1272
$104K ﹤0.01%
9,020
+20
1273
$103K ﹤0.01%
335
+86
1274
$103K ﹤0.01%
3,889
1275
$102K ﹤0.01%
3,015
-507
49 50
51
52 53