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
1601
$49.3K ﹤0.01%
683
+5
1602
$49.2K ﹤0.01%
866
-110
1603
$49.1K ﹤0.01%
+2,000
1604
$48.9K ﹤0.01%
784
1605
$48.8K ﹤0.01%
957
-473
1606
$48.3K ﹤0.01%
746
-529
1607
$48.2K ﹤0.01%
4,893
-209
1608
$48K ﹤0.01%
476
-119
1609
$48K ﹤0.01%
235
-13
1610
$47.8K ﹤0.01%
1,262
+53
1611
$47.5K ﹤0.01%
454
-467
1612
$47.5K ﹤0.01%
2,000
1613
$47.3K ﹤0.01%
267
+7
1614
$47.2K ﹤0.01%
+1,184
1615
$46.9K ﹤0.01%
2,116
-20
1616
$46.9K ﹤0.01%
946
+500
1617
$46.7K ﹤0.01%
3,310
-495
1618
$46.6K ﹤0.01%
9,626
-2,463
1619
$46.4K ﹤0.01%
1,613
+725
1620
$46.4K ﹤0.01%
1,070
1621
$46.3K ﹤0.01%
4,035
+589
1622
$46.3K ﹤0.01%
521
+51
1623
$46.3K ﹤0.01%
500
1624
$45.7K ﹤0.01%
2,900
-371
1625
$45.6K ﹤0.01%
1,085
-362
63 64
65
66 67