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
1376
$81.2K ﹤0.01%
9,560
-707
1377
$80.9K ﹤0.01%
5,271
-2,814
1378
$80.7K ﹤0.01%
1,880
-178
1379
$80.6K ﹤0.01%
1,427
-1,673
1380
$80.4K ﹤0.01%
+500
1381
$80K ﹤0.01%
2,504
+238
1382
$80K ﹤0.01%
25,000
1383
$79.8K ﹤0.01%
+5,025
1384
$79.8K ﹤0.01%
421
+143
1385
$79.5K ﹤0.01%
32,048
+6,048
1386
$79.4K ﹤0.01%
+5,000
1387
$79.3K ﹤0.01%
+3,111
1388
$79K ﹤0.01%
+5,000
1389
$78.9K ﹤0.01%
3,000
1390
$78.9K ﹤0.01%
1,865
1391
$78.8K ﹤0.01%
810
-357
1392
$78.3K ﹤0.01%
670
+320
1393
$78.2K ﹤0.01%
2,500
+27
1394
$77.9K ﹤0.01%
3,760
1395
$77.6K ﹤0.01%
5,580
+100
1396
$77.5K ﹤0.01%
1,708
-275
1397
$77.4K ﹤0.01%
2,144
+33
1398
$77.4K ﹤0.01%
+1,356
1399
$77.2K ﹤0.01%
2,250
+110
1400
$76.9K ﹤0.01%
1,311
+101
54 55
56
57 58