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
1351
$87.4K ﹤0.01%
1,008
-157
1352
$87K ﹤0.01%
2,160
1353
$86.6K ﹤0.01%
+5,405
1354
$85.6K ﹤0.01%
261
+10
1355
$85.5K ﹤0.01%
730
-501
1356
$85.1K ﹤0.01%
966
+8
1357
$84.7K ﹤0.01%
2,785
-325
1358
$84.7K ﹤0.01%
756
+150
1359
$84.7K ﹤0.01%
1,358
+231
1360
$84.6K ﹤0.01%
1,427
-216
1361
$84.4K ﹤0.01%
4,284
-637
1362
$84.1K ﹤0.01%
1,075
+3
1363
$83.7K ﹤0.01%
2,500
1364
$83.2K ﹤0.01%
1,046
-983
1365
$83.2K ﹤0.01%
1,636
-511
1366
$83.1K ﹤0.01%
1,753
+24
1367
$82.9K ﹤0.01%
5,800
-2,205
1368
$82.5K ﹤0.01%
2,355
1369
$82.4K ﹤0.01%
2,456
+20
1370
$82.4K ﹤0.01%
1,921
1371
$81.5K ﹤0.01%
3,266
+3,131
1372
$81.5K ﹤0.01%
4,324
+213
1373
$81.4K ﹤0.01%
724
1374
$81.4K ﹤0.01%
848
+435
1375
$81.2K ﹤0.01%
+3,584
53 54
55
56 57