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
2726
$1.78K ﹤0.01%
42
-3
2727
$1.73K ﹤0.01%
+80
2728
$1.73K ﹤0.01%
25
2729
$1.73K ﹤0.01%
100
2730
$1.72K ﹤0.01%
+89
2731
$1.72K ﹤0.01%
10
+9
2732
$1.71K ﹤0.01%
230
2733
$1.71K ﹤0.01%
+267
2734
– –
0
2735
$1.71K ﹤0.01%
+12
2736
$1.71K ﹤0.01%
198
-1,997
2737
$1.71K ﹤0.01%
218
2738
$1.71K ﹤0.01%
8
+7
2739
$1.71K ﹤0.01%
125
2740
$1.7K ﹤0.01%
37
-1,969
2741
$1.69K ﹤0.01%
+115
2742
$1.68K ﹤0.01%
34
2743
$1.67K ﹤0.01%
26
+10
2744
$1.66K ﹤0.01%
+21
2745
$1.66K ﹤0.01%
90
2746
$1.63K ﹤0.01%
557
2747
$1.63K ﹤0.01%
+46
2748
$1.63K ﹤0.01%
+45
2749
$1.63K ﹤0.01%
49
-57
2750
$1.6K ﹤0.01%
214
108 109
110
111 112