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
1301
$98.1K ﹤0.01%
416
+67
1302
$97.5K ﹤0.01%
3,632
+2,167
1303
$97.4K ﹤0.01%
1,076
+3
1304
$97.3K ﹤0.01%
2,647
+635
1305
$97.1K ﹤0.01%
565
+6
1306
$97K ﹤0.01%
1,002
+334
1307
$96.8K ﹤0.01%
781
+222
1308
$96.3K ﹤0.01%
489
1309
$96K ﹤0.01%
1,028
+94
1310
$95.5K ﹤0.01%
3,848
+13
1311
$95.5K ﹤0.01%
982
+332
1312
$95.3K ﹤0.01%
440
-260
1313
$94.2K ﹤0.01%
1,917
+35
1314
$94K ﹤0.01%
15,856
-1,000
1315
$94K ﹤0.01%
557
-144
1316
$93.9K ﹤0.01%
3,550
1317
$93.6K ﹤0.01%
1,926
-167
1318
$93.6K ﹤0.01%
3,143
1319
$93.5K ﹤0.01%
901
+44
1320
$93.4K ﹤0.01%
7,375
1321
$93.3K ﹤0.01%
1,621
1322
$93.1K ﹤0.01%
13,517
1323
$93.1K ﹤0.01%
+21,604
1324
$92.8K ﹤0.01%
2,457
-319
1325
$92.8K ﹤0.01%
3,117
+1,824
51 52
53
54 55