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
2751
$1.6K ﹤0.01%
127
2752
$1.58K ﹤0.01%
70
-232
2753
$1.57K ﹤0.01%
68
-81
2754
$1.57K ﹤0.01%
49
+5
2755
$1.56K ﹤0.01%
59
2756
$1.56K ﹤0.01%
429
+142
2757
$1.55K ﹤0.01%
500
2758
$1.54K ﹤0.01%
9
-7
2759
$1.54K ﹤0.01%
51
+18
2760
$1.52K ﹤0.01%
+36
2761
$1.52K ﹤0.01%
26
-4
2762
$1.51K ﹤0.01%
1,000
+500
2763
$1.5K ﹤0.01%
16
+13
2764
$1.49K ﹤0.01%
250
2765
$1.49K ﹤0.01%
+10,000
2766
$1.48K ﹤0.01%
75
2767
$1.48K ﹤0.01%
195
2768
$1.48K ﹤0.01%
100
-98
2769
$1.46K ﹤0.01%
95
2770
$1.46K ﹤0.01%
132
+1
2771
$1.46K ﹤0.01%
500
-1,000
2772
$1.46K ﹤0.01%
+104
2773
$1.46K ﹤0.01%
+51
2774
$1.45K ﹤0.01%
80
2775
$1.42K ﹤0.01%
80
109 110
111
112 113