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
2626
$2.58K ﹤0.01%
45
+1
2627
$2.57K ﹤0.01%
168
2628
$2.56K ﹤0.01%
147
2629
$2.53K ﹤0.01%
330
2630
$2.52K ﹤0.01%
87
-87
2631
$2.49K ﹤0.01%
143
2632
$2.45K ﹤0.01%
+54
2633
$2.45K ﹤0.01%
142
2634
$2.44K ﹤0.01%
965
+722
2635
$2.42K ﹤0.01%
400
2636
$2.41K ﹤0.01%
10,492
2637
$2.41K ﹤0.01%
55
2638
$2.41K ﹤0.01%
156
-1,818
2639
$2.4K ﹤0.01%
500
2640
$2.39K ﹤0.01%
34,638
+6,038
2641
$2.37K ﹤0.01%
150
-162
2642
$2.35K ﹤0.01%
24
+21
2643
$2.35K ﹤0.01%
155
2644
$2.35K ﹤0.01%
178
2645
$2.34K ﹤0.01%
438
2646
$2.34K ﹤0.01%
188
2647
$2.34K ﹤0.01%
330
2648
$2.34K ﹤0.01%
17
-7
2649
$2.33K ﹤0.01%
60
2650
$2.32K ﹤0.01%
1,709
104 105
106
107 108