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
2601
$2.9K ﹤0.01%
110
2602
$2.88K ﹤0.01%
110
-75
2603
$2.88K ﹤0.01%
32
-1
2604
$2.88K ﹤0.01%
50
2605
$2.88K ﹤0.01%
59
+15
2606
$2.84K ﹤0.01%
21
-88
2607
$2.84K ﹤0.01%
129
2608
$2.77K ﹤0.01%
15
-9
2609
$2.75K ﹤0.01%
200
2610
$2.73K ﹤0.01%
101
+13
2611
$2.73K ﹤0.01%
697
+91
2612
$2.72K ﹤0.01%
29
+22
2613
$2.72K ﹤0.01%
96
2614
$2.71K ﹤0.01%
+66
2615
$2.7K ﹤0.01%
100
2616
$2.7K ﹤0.01%
25
-1,450
2617
$2.68K ﹤0.01%
+932
2618
$2.67K ﹤0.01%
43
-1,381
2619
$2.65K ﹤0.01%
2,192
2620
$2.65K ﹤0.01%
+2,500
2621
$2.63K ﹤0.01%
16
2622
$2.63K ﹤0.01%
125
2623
$2.62K ﹤0.01%
189
+126
2624
$2.62K ﹤0.01%
100
2625
$2.6K ﹤0.01%
150
103 104
105
106 107