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
2651
$2.32K ﹤0.01%
60
2652
$2.32K ﹤0.01%
+72
2653
$2.31K ﹤0.01%
105
2654
$2.3K ﹤0.01%
313
2655
$2.3K ﹤0.01%
+71
2656
$2.29K ﹤0.01%
178
+49
2657
$2.29K ﹤0.01%
1,005
+142
2658
$2.29K ﹤0.01%
228
2659
$2.29K ﹤0.01%
32
-16
2660
$2.28K ﹤0.01%
134
2661
$2.28K ﹤0.01%
+12
2662
$2.28K ﹤0.01%
70
+63
2663
$2.24K ﹤0.01%
+48
2664
$2.24K ﹤0.01%
34
2665
$2.2K ﹤0.01%
77
+6
2666
$2.2K ﹤0.01%
90
2667
$2.19K ﹤0.01%
92
-33
2668
$2.19K ﹤0.01%
397
-150
2669
$2.18K ﹤0.01%
600
2670
$2.17K ﹤0.01%
99
2671
$2.17K ﹤0.01%
32
-5
2672
$2.16K ﹤0.01%
184
2673
$2.15K ﹤0.01%
100
2674
$2.11K ﹤0.01%
100
2675
$2.11K ﹤0.01%
236
+20
105 106
107
108 109