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
1276
$102K ﹤0.01%
7,762
+6,762
1277
$102K ﹤0.01%
8,350
-1,399
1278
$102K ﹤0.01%
838
+77
1279
$102K ﹤0.01%
5,400
+905
1280
$101K ﹤0.01%
1,211
1281
$101K ﹤0.01%
2,384
+1,031
1282
$101K ﹤0.01%
1,586
+793
1283
$101K ﹤0.01%
352
+50
1284
$101K ﹤0.01%
646
-20
1285
$100K ﹤0.01%
2,870
+145
1286
$100K ﹤0.01%
8,986
+3,864
1287
$100K ﹤0.01%
3,536
+41
1288
$100K ﹤0.01%
1,173
-47
1289
$99.9K ﹤0.01%
2,616
-21
1290
$99.6K ﹤0.01%
1,855
1291
$99.5K ﹤0.01%
342
+30
1292
$99.4K ﹤0.01%
16,674
1293
$99.2K ﹤0.01%
1,116
-147
1294
$98.8K ﹤0.01%
986
+64
1295
$98.7K ﹤0.01%
1,059
-419
1296
$98.7K ﹤0.01%
2,954
1297
$98.7K ﹤0.01%
439
+4
1298
$98.3K ﹤0.01%
4,082
1299
$98.2K ﹤0.01%
2,815
+272
1300
$98.1K ﹤0.01%
537
+198
50 51
52
53 54