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
2476
$4.57K ﹤0.01%
136
2477
$4.56K ﹤0.01%
342
2478
$4.55K ﹤0.01%
278
2479
$4.55K ﹤0.01%
205
-450
2480
$4.54K ﹤0.01%
91
-91
2481
$4.53K ﹤0.01%
35
-267
2482
$4.51K ﹤0.01%
78
2483
$4.49K ﹤0.01%
2,223
2484
$4.49K ﹤0.01%
79
-79
2485
$4.46K ﹤0.01%
19
-19
2486
$4.46K ﹤0.01%
81
-14,935
2487
$4.44K ﹤0.01%
80
2488
$4.44K ﹤0.01%
135
+36
2489
$4.43K ﹤0.01%
1,000
2490
$4.43K ﹤0.01%
485
2491
$4.41K ﹤0.01%
292
-151
2492
$4.39K ﹤0.01%
300
2493
$4.39K ﹤0.01%
393
-125
2494
$4.35K ﹤0.01%
131
-1
2495
$4.35K ﹤0.01%
85
+23
2496
$4.32K ﹤0.01%
114
2497
$4.32K ﹤0.01%
500
-1,130
2498
$4.31K ﹤0.01%
97
+28
2499
$4.3K ﹤0.01%
+125
2500
$4.3K ﹤0.01%
304
+128
98 99
100
101 102