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
2876
$932 ﹤0.01%
32
2877
$890 ﹤0.01%
25
+7
2878
$885 ﹤0.01%
23
-163
2879
$873 ﹤0.01%
+53
2880
$869 ﹤0.01%
105
2881
$860 ﹤0.01%
+23
2882
$854 ﹤0.01%
10
2883
$850 ﹤0.01%
30
2884
$845 ﹤0.01%
23
-91
2885
$844 ﹤0.01%
+50
2886
$844 ﹤0.01%
140
2887
$843 ﹤0.01%
53
-149
2888
$842 ﹤0.01%
53
2889
$836 ﹤0.01%
159
+151
2890
$833 ﹤0.01%
9
-290
2891
$829 ﹤0.01%
+33
2892
$813 ﹤0.01%
36
2893
$807 ﹤0.01%
100
2894
$801 ﹤0.01%
250
2895
$800 ﹤0.01%
1,000
2896
$798 ﹤0.01%
+11
2897
$797 ﹤0.01%
75
2898
$796 ﹤0.01%
+13
2899
$791 ﹤0.01%
+38
2900
$783 ﹤0.01%
15
+13
114 115
116
117 118