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
1326
$92.8K ﹤0.01%
404
-132
1327
$92.8K ﹤0.01%
5,179
1328
$92.4K ﹤0.01%
4,917
+87
1329
$92.4K ﹤0.01%
762
-39
1330
$91.9K ﹤0.01%
1,915
+10
1331
$91.5K ﹤0.01%
5,262
1332
$91.3K ﹤0.01%
2,121
-27
1333
$91.3K ﹤0.01%
1,075
-467
1334
$91.1K ﹤0.01%
1,609
+256
1335
$91K ﹤0.01%
733
+102
1336
$90.7K ﹤0.01%
3,000
+2,000
1337
$90K ﹤0.01%
2,579
-124
1338
$89.8K ﹤0.01%
656
1339
$89.7K ﹤0.01%
752
+12
1340
$89.5K ﹤0.01%
1,925
1341
$89.3K ﹤0.01%
+792
1342
$89.3K ﹤0.01%
+5,471
1343
$89.2K ﹤0.01%
4,488
+14
1344
$88.6K ﹤0.01%
578
-9
1345
$88.2K ﹤0.01%
840
-133
1346
$88.2K ﹤0.01%
2,151
-1,372
1347
$88.1K ﹤0.01%
1,157
-10
1348
$88K ﹤0.01%
1,527
-51
1349
$88K ﹤0.01%
451
-3
1350
$87.4K ﹤0.01%
331
+9
52 53
54
55 56