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
1176
$132K 0.01%
806
+3
1177
$132K 0.01%
7,065
+1,088
1178
$131K 0.01%
3,697
-603
1179
$131K 0.01%
1,419
+89
1180
$131K 0.01%
635
+155
1181
$130K 0.01%
3,297
+204
1182
$129K 0.01%
2,720
1183
$129K 0.01%
4,224
-593
1184
$129K 0.01%
5,862
-7,826
1185
$128K 0.01%
2,380
+298
1186
$128K 0.01%
658
+14
1187
$128K 0.01%
1,494
+12
1188
$128K 0.01%
3,412
-2,473
1189
$128K 0.01%
1,217
-1,322
1190
$128K 0.01%
1,518
+179
1191
$127K 0.01%
3,702
+1,806
1192
$127K 0.01%
2,700
-1,000
1193
$127K 0.01%
8,182
+13
1194
$126K 0.01%
2,632
-1,646
1195
$124K 0.01%
2,083
-696
1196
$124K 0.01%
5,075
+571
1197
$124K 0.01%
4,313
+4,113
1198
$124K 0.01%
566
+19
1199
$123K 0.01%
3,146
+753
1200
$123K 0.01%
461
-13
46 47
48
49 50