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
2701
$1.93K ﹤0.01%
70
-86
2702
$1.92K ﹤0.01%
35
-73
2703
$1.92K ﹤0.01%
21
+6
2704
$1.92K ﹤0.01%
37
+32
2705
$1.92K ﹤0.01%
317
2706
$1.92K ﹤0.01%
+94
2707
$1.91K ﹤0.01%
68
2708
$1.91K ﹤0.01%
69
2709
$1.9K ﹤0.01%
+69
2710
$1.9K ﹤0.01%
7
+5
2711
$1.89K ﹤0.01%
+234
2712
$1.89K ﹤0.01%
168
+12
2713
$1.88K ﹤0.01%
63
+20
2714
$1.88K ﹤0.01%
37
2715
$1.88K ﹤0.01%
23
-791
2716
$1.88K ﹤0.01%
103
+52
2717
$1.85K ﹤0.01%
78
+25
2718
$1.84K ﹤0.01%
10
+9
2719
$1.83K ﹤0.01%
59
2720
$1.81K ﹤0.01%
58
+29
2721
$1.8K ﹤0.01%
35
2722
$1.8K ﹤0.01%
145
2723
$1.79K ﹤0.01%
1
2724
$1.79K ﹤0.01%
+22
2725
$1.78K ﹤0.01%
8
+7
107 108
109
110 111