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
2676
$2.1K ﹤0.01%
109
2677
$2.09K ﹤0.01%
395
2678
$2.09K ﹤0.01%
+41
2679
$2.08K ﹤0.01%
54
+38
2680
$2.07K ﹤0.01%
519
+450
2681
$2.05K ﹤0.01%
165
2682
$2.04K ﹤0.01%
95
2683
$2.03K ﹤0.01%
100
2684
$2.03K ﹤0.01%
+50
2685
$2.03K ﹤0.01%
200
2686
$2.02K ﹤0.01%
300
2687
$2.02K ﹤0.01%
89
+71
2688
$2.02K ﹤0.01%
+167
2689
$2K ﹤0.01%
100
+1
2690
$1.99K ﹤0.01%
300
2691
$1.99K ﹤0.01%
219
-196
2692
$1.99K ﹤0.01%
141
2693
$1.97K ﹤0.01%
127
2694
$1.96K ﹤0.01%
43
2695
$1.96K ﹤0.01%
91
2696
$1.96K ﹤0.01%
115
2697
$1.96K ﹤0.01%
59
2698
$1.96K ﹤0.01%
+500
2699
$1.93K ﹤0.01%
119
2700
$1.93K ﹤0.01%
23
+7
106 107
108
109 110