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
2551
$3.5K ﹤0.01%
+100
2552
$3.49K ﹤0.01%
52
-604
2553
$3.48K ﹤0.01%
47
-47
2554
$3.48K ﹤0.01%
125
2555
$3.48K ﹤0.01%
194
+132
2556
$3.47K ﹤0.01%
100
2557
$3.43K ﹤0.01%
153
+16
2558
$3.42K ﹤0.01%
68
2559
$3.41K ﹤0.01%
192
2560
$3.4K ﹤0.01%
96
2561
$3.37K ﹤0.01%
59
2562
$3.35K ﹤0.01%
218
2563
$3.35K ﹤0.01%
230
+4
2564
$3.34K ﹤0.01%
62
-25
2565
$3.31K ﹤0.01%
47
-47
2566
$3.31K ﹤0.01%
25
2567
$3.29K ﹤0.01%
107
-833
2568
$3.26K ﹤0.01%
32
-18
2569
$3.25K ﹤0.01%
41
-35
2570
$3.24K ﹤0.01%
185
2571
$3.23K ﹤0.01%
119
-15,057
2572
$3.23K ﹤0.01%
69
-69
2573
$3.23K ﹤0.01%
600
2574
$3.21K ﹤0.01%
296
2575
$3.21K ﹤0.01%
8
+6
101 102
103
104 105