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
2576
$3.21K ﹤0.01%
95
+38
2577
$3.21K ﹤0.01%
1,000
2578
$3.21K ﹤0.01%
+82
2579
$3.21K ﹤0.01%
50
2580
$3.2K ﹤0.01%
17
+3
2581
$3.17K ﹤0.01%
36
2582
$3.16K ﹤0.01%
+103
2583
$3.14K ﹤0.01%
111
2584
$3.12K ﹤0.01%
100
-356
2585
$3.12K ﹤0.01%
180
2586
$3.12K ﹤0.01%
16
-80
2587
$3.07K ﹤0.01%
4
+1
2588
$3.05K ﹤0.01%
139
2589
$3.03K ﹤0.01%
9
2590
$3.02K ﹤0.01%
35
2591
$3.01K ﹤0.01%
10
+4
2592
$3.01K ﹤0.01%
49
-45
2593
$2.99K ﹤0.01%
+300
2594
$2.98K ﹤0.01%
39
2595
$2.97K ﹤0.01%
+17
2596
$2.97K ﹤0.01%
337
2597
$2.94K ﹤0.01%
47
-10
2598
$2.94K ﹤0.01%
57
+30
2599
$2.92K ﹤0.01%
100
2600
$2.91K ﹤0.01%
51
+50
102 103
104
105 106