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
2776
$1.42K ﹤0.01%
104
2777
$1.42K ﹤0.01%
73
2778
$1.41K ﹤0.01%
+7
2779
$1.41K ﹤0.01%
70
+43
2780
$1.4K ﹤0.01%
35
-35
2781
$1.39K ﹤0.01%
23
+18
2782
$1.39K ﹤0.01%
8
2783
$1.38K ﹤0.01%
110
2784
$1.38K ﹤0.01%
62
-1,318
2785
$1.37K ﹤0.01%
+13
2786
$1.36K ﹤0.01%
44
2787
$1.34K ﹤0.01%
11
2788
$1.34K ﹤0.01%
199
-1,583
2789
$1.33K ﹤0.01%
49
+15
2790
$1.32K ﹤0.01%
60
2791
$1.31K ﹤0.01%
1,265
+1,150
2792
$1.3K ﹤0.01%
21
-89
2793
$1.29K ﹤0.01%
+452
2794
$1.29K ﹤0.01%
200
-100
2795
$1.28K ﹤0.01%
50
2796
$1.28K ﹤0.01%
53
2797
$1.28K ﹤0.01%
+17
2798
$1.27K ﹤0.01%
500
2799
$1.25K ﹤0.01%
+10
2800
$1.25K ﹤0.01%
+6
110 111
112
113 114