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
2801
$1.25K ﹤0.01%
59
2802
$1.24K ﹤0.01%
63
2803
$1.24K ﹤0.01%
168
-150
2804
$1.24K ﹤0.01%
36
2805
$1.23K ﹤0.01%
33
2806
$1.23K ﹤0.01%
+26
2807
$1.23K ﹤0.01%
+50
2808
$1.23K ﹤0.01%
20
2809
$1.23K ﹤0.01%
100
2810
$1.23K ﹤0.01%
54
2811
$1.22K ﹤0.01%
30
-80
2812
$1.22K ﹤0.01%
+32
2813
$1.22K ﹤0.01%
42
2814
$1.22K ﹤0.01%
+59
2815
$1.21K ﹤0.01%
1,250
2816
$1.21K ﹤0.01%
13
2817
$1.21K ﹤0.01%
150
2818
$1.21K ﹤0.01%
+36
2819
$1.2K ﹤0.01%
+10
2820
$1.2K ﹤0.01%
120
2821
$1.19K ﹤0.01%
+17
2822
$1.19K ﹤0.01%
+13
2823
$1.18K ﹤0.01%
+30
2824
$1.18K ﹤0.01%
11
2825
$1.18K ﹤0.01%
+21
111 112
113
114 115