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
151
$3.39M 0.15%
16,535
-690
152
$3.36M 0.15%
74,114
+34,934
153
$3.25M 0.14%
42,552
-5,544
154
$3.22M 0.14%
106,456
+14,746
155
$3.21M 0.14%
69,916
-1,504
156
$3.15M 0.14%
73,676
+7,588
157
$3.13M 0.14%
25,576
-3,086
158
$3.11M 0.14%
133,870
+24,252
159
$3.11M 0.14%
12,446
+77
160
$3.11M 0.14%
53,502
-2,088
161
$3.08M 0.14%
36,833
-993
162
$3.04M 0.13%
80,576
+176
163
$3.03M 0.13%
5,411
-443
164
$3.03M 0.13%
51,720
+14,304
165
$3.03M 0.13%
96,487
+11,530
166
$3.02M 0.13%
14,489
+609
167
$3.02M 0.13%
11,842
-256
168
$2.97M 0.13%
12,077
-2,727
169
$2.97M 0.13%
36,288
-8,859
170
$2.94M 0.13%
32,053
-2,323
171
$2.93M 0.13%
32,652
+4,328
172
$2.91M 0.13%
50,074
+977
173
$2.89M 0.13%
57,916
+1,525
174
$2.89M 0.13%
30,417
+3,395
175
$2.88M 0.13%
134,245
-34,244
5 6
7
8 9