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
2001
$18.5K ﹤0.01%
216
+27
2002
$18.4K ﹤0.01%
510
2003
$18.4K ﹤0.01%
1,250
2004
$18.4K ﹤0.01%
650
2005
$18.3K ﹤0.01%
903
2006
$18.3K ﹤0.01%
405
-1,777
2007
$18.3K ﹤0.01%
1,200
+1,000
2008
$18.2K ﹤0.01%
327
-31,281
2009
$18.1K ﹤0.01%
264
+262
2010
$18.1K ﹤0.01%
444
-433
2011
$18.1K ﹤0.01%
269
+15
2012
$18.1K ﹤0.01%
1,087
2013
$18.1K ﹤0.01%
+5,192
2014
$18.1K ﹤0.01%
269
2015
$18K ﹤0.01%
1,065
-1,065
2016
$18K ﹤0.01%
473
-60
2017
$18K ﹤0.01%
257
2018
$18K ﹤0.01%
920
2019
$17.9K ﹤0.01%
5,943
-1,235
2020
$17.9K ﹤0.01%
65
+23
2021
$17.8K ﹤0.01%
455
2022
$17.8K ﹤0.01%
45
-18
2023
$17.8K ﹤0.01%
224
2024
$17.7K ﹤0.01%
1,791
-154
2025
$17.7K ﹤0.01%
301
-54
79 80
81
82 83