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
2526
$3.88K ﹤0.01%
400
2527
$3.85K ﹤0.01%
503
2528
$3.83K ﹤0.01%
300
2529
$3.81K ﹤0.01%
28
2530
$3.77K ﹤0.01%
95
-112
2531
$3.76K ﹤0.01%
135
2532
$3.75K ﹤0.01%
1,000
2533
$3.69K ﹤0.01%
197
-197
2534
$3.69K ﹤0.01%
+40
2535
$3.65K ﹤0.01%
16
-200
2536
$3.64K ﹤0.01%
500
2537
$3.63K ﹤0.01%
93
-150
2538
$3.63K ﹤0.01%
1,500
-581
2539
$3.61K ﹤0.01%
20
2540
$3.6K ﹤0.01%
+112
2541
$3.59K ﹤0.01%
55
+10
2542
$3.59K ﹤0.01%
314
2543
$3.59K ﹤0.01%
17
2544
$3.58K ﹤0.01%
+60
2545
$3.58K ﹤0.01%
99
-1,074
2546
$3.55K ﹤0.01%
50
2547
$3.53K ﹤0.01%
30
+10
2548
$3.52K ﹤0.01%
170
2549
$3.52K ﹤0.01%
693
-1,130
2550
$3.52K ﹤0.01%
172
100 101
102
103 104