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
126
$3.84M 0.17%
91,582
-13,212
127
$3.84M 0.17%
130,412
+4,806
128
$3.81M 0.17%
69,014
-908
129
$3.79M 0.17%
48,738
+5,930
130
$3.78M 0.17%
70,756
+1,748
131
$3.78M 0.17%
99,621
-4,192
132
$3.75M 0.16%
162,978
+20,896
133
$3.73M 0.16%
20,686
+1,892
134
$3.73M 0.16%
19,453
-1,472
135
$3.71M 0.16%
38,393
+16,437
136
$3.67M 0.16%
35,752
+1,089
137
$3.65M 0.16%
53,503
+2,268
138
$3.63M 0.16%
27,380
-5,280
139
$3.62M 0.16%
71,553
+4,548
140
$3.61M 0.16%
6,202
-177
141
$3.6M 0.16%
12,785
+429
142
$3.55M 0.16%
139,272
-12,542
143
$3.54M 0.16%
20,770
-7,970
144
$3.51M 0.15%
30,554
+27,498
145
$3.49M 0.15%
54,575
+695
146
$3.45M 0.15%
75,837
+1,413
147
$3.43M 0.15%
182,686
-13,541
148
$3.43M 0.15%
34,068
-11,206
149
$3.42M 0.15%
63,635
-2,091
150
$3.4M 0.15%
4,662
-242
4 5
6
7 8