IA

IFP Advisors Portfolio holdings

AUM $3.52B
1-Year Est. Return 15.89%
This Quarter Est. Return
1 Year Est. Return
+15.89%
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
1
$49M 2.15%
285,939
+5,557
2
$34.9M 1.53%
457,560
+8,895
3
$34.1M 1.5%
76,886
+15,054
4
$32.6M 1.43%
344,156
+15,417
5
$29.3M 1.29%
55,796
+7,843
6
$27.6M 1.21%
52,818
-37,631
7
$26.5M 1.16%
62,905
+4,991
8
$26.5M 1.16%
106,934
+30,287
9
$24.2M 1.06%
406,078
-326,766
10
$24.1M 1.06%
391,781
+33,624
11
$23.7M 1.04%
448,614
-15,828
12
$21.7M 0.95%
132,973
+86,008
13
$21.3M 0.93%
594,059
+87,210
14
$20.6M 0.9%
889,624
-69,488
15
$20.5M 0.9%
113,571
+9,272
16
$20.2M 0.89%
745,638
-25,572
17
$19.2M 0.84%
166,754
-12,347
18
$18.8M 0.82%
44,666
+68
19
$18.2M 0.8%
201,280
+17,540
20
$18M 0.79%
105,983
-29,986
21
$17.4M 0.76%
50,418
+768
22
$16.8M 0.74%
42,328
-1,824
23
$16M 0.7%
97,618
+34,514
24
$15.6M 0.68%
632,532
+233,858
25
$15.3M 0.67%
364,213
+86,735
1
2 3 4 5