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
201
$2.52M 0.11%
77,668
-7,896
202
$2.5M 0.11%
38,474
+3,227
203
$2.5M 0.11%
141,848
+28,173
204
$2.49M 0.11%
50,663
+20,224
205
$2.48M 0.11%
64,380
+11,165
206
$2.47M 0.11%
49,586
-1,710
207
$2.47M 0.11%
12,787
-6,736
208
$2.46M 0.11%
24,382
+4,195
209
$2.46M 0.11%
45,342
+8,879
210
$2.45M 0.11%
18,113
-82
211
$2.43M 0.11%
23,975
-6,923
212
$2.41M 0.11%
50,301
+34,513
213
$2.39M 0.1%
49,667
+4,035
214
$2.39M 0.1%
31,218
+499
215
$2.39M 0.1%
46,820
-292
216
$2.39M 0.1%
21,791
-213
217
$2.38M 0.1%
39,484
+24,519
218
$2.38M 0.1%
20,548
+2,952
219
$2.36M 0.1%
5,188
-2,420
220
$2.34M 0.1%
14,224
-3,028
221
$2.34M 0.1%
64,547
-6,648
222
$2.32M 0.1%
33,340
-231
223
$2.32M 0.1%
27,225
+26,413
224
$2.31M 0.1%
23,257
-628
225
$2.28M 0.1%
94,486
-9,656
7 8
9
10 11