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
2826
$1.18K ﹤0.01%
+17
2827
$1.16K ﹤0.01%
+36
2828
$1.16K ﹤0.01%
+6
2829
$1.16K ﹤0.01%
+1,000
2830
$1.15K ﹤0.01%
+11
2831
$1.15K ﹤0.01%
+58
2832
$1.15K ﹤0.01%
8
2833
$1.15K ﹤0.01%
149
2834
$1.15K ﹤0.01%
25
2835
$1.14K ﹤0.01%
+31
2836
$1.14K ﹤0.01%
+8
2837
$1.14K ﹤0.01%
45
2838
$1.14K ﹤0.01%
29
2839
$1.12K ﹤0.01%
68
2840
$1.12K ﹤0.01%
25
-47
2841
$1.12K ﹤0.01%
+650
2842
$1.11K ﹤0.01%
19
-3,659
2843
$1.1K ﹤0.01%
46
2844
$1.1K ﹤0.01%
+27
2845
$1.1K ﹤0.01%
40
+10
2846
$1.09K ﹤0.01%
+191
2847
$1.09K ﹤0.01%
33
2848
$1.08K ﹤0.01%
405
2849
$1.08K ﹤0.01%
212,864
2850
$1.08K ﹤0.01%
160
112 113
114
115 116