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
2501
$4.29K ﹤0.01%
1,600
-50
2502
$4.27K ﹤0.01%
124
-1,082
2503
$4.25K ﹤0.01%
720
2504
$4.23K ﹤0.01%
850
2505
$4.22K ﹤0.01%
1,426
2506
$4.18K ﹤0.01%
+122
2507
$4.18K ﹤0.01%
74
+36
2508
$4.17K ﹤0.01%
41
-31
2509
$4.14K ﹤0.01%
148
+58
2510
$4.14K ﹤0.01%
750
2511
$4.13K ﹤0.01%
375
-675
2512
$4.11K ﹤0.01%
+590
2513
$4.11K ﹤0.01%
61
+23
2514
$4.09K ﹤0.01%
+45
2515
$4.09K ﹤0.01%
166
-282
2516
$4.08K ﹤0.01%
375
2517
$4.06K ﹤0.01%
+1,000
2518
$4.03K ﹤0.01%
133
2519
$4.01K ﹤0.01%
185
-50
2520
$4.01K ﹤0.01%
53
+9
2521
$4K ﹤0.01%
19
+6
2522
$4K ﹤0.01%
300
-240
2523
$3.98K ﹤0.01%
140
2524
$3.94K ﹤0.01%
850
2525
$3.91K ﹤0.01%
59
-13
99 100
101
102 103