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
2851
$1.07K ﹤0.01%
+17
2852
$1.07K ﹤0.01%
165
-104
2853
$1.07K ﹤0.01%
45
2854
$1.07K ﹤0.01%
16
-150
2855
$1.06K ﹤0.01%
34
-56
2856
$1.06K ﹤0.01%
15
-12
2857
$1.06K ﹤0.01%
+39
2858
$1.05K ﹤0.01%
+212
2859
$1.05K ﹤0.01%
28
2860
$1.04K ﹤0.01%
39
2861
$1.04K ﹤0.01%
30
-62
2862
$1.03K ﹤0.01%
18
2863
$1.03K ﹤0.01%
18
-42
2864
$1.03K ﹤0.01%
7
2865
$1.01K ﹤0.01%
+18
2866
$1K ﹤0.01%
25
2867
$994 ﹤0.01%
+3
2868
$974 ﹤0.01%
+64
2869
$964 ﹤0.01%
+25
2870
$953 ﹤0.01%
72
2871
$950 ﹤0.01%
313
2872
$946 ﹤0.01%
11
2873
$941 ﹤0.01%
+12
2874
$934 ﹤0.01%
+500
2875
$934 ﹤0.01%
14
+6
113 114
115
116 117