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
176
$2.84M 0.12%
32,824
+2,558
177
$2.84M 0.12%
5,629
+1,250
178
$2.81M 0.12%
79,522
+9,139
179
$2.81M 0.12%
461,579
+36,810
180
$2.8M 0.12%
12,235
-724
181
$2.79M 0.12%
24,413
+2,967
182
$2.78M 0.12%
30,599
+23,486
183
$2.78M 0.12%
+136,371
184
$2.72M 0.12%
7,824
-3,339
185
$2.71M 0.12%
27,757
+2,065
186
$2.7M 0.12%
14,138
+3,148
187
$2.66M 0.12%
49,274
-421
188
$2.64M 0.12%
18,858
+1,845
189
$2.63M 0.12%
35,407
-3,045
190
$2.62M 0.12%
12,750
-3,092
191
$2.61M 0.11%
14,870
+4,360
192
$2.6M 0.11%
20,689
-1,426
193
$2.58M 0.11%
42,195
+2,669
194
$2.58M 0.11%
44,534
-511
195
$2.58M 0.11%
59,876
+14,320
196
$2.57M 0.11%
148,298
-16,245
197
$2.57M 0.11%
42,660
-564
198
$2.56M 0.11%
17,307
-48
199
$2.55M 0.11%
103,022
+1,125
200
$2.53M 0.11%
+54,485
6 7
8
9 10