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
1401
$76.9K ﹤0.01%
2,110
+397
1402
$76.8K ﹤0.01%
3,421
+25
1403
$76.7K ﹤0.01%
3,771
+2,005
1404
$76.5K ﹤0.01%
2,451
1405
$76.4K ﹤0.01%
1,987
+1,162
1406
$76.3K ﹤0.01%
27,412
1407
$76.1K ﹤0.01%
4,417
1408
$75.7K ﹤0.01%
1,052
1409
$75.6K ﹤0.01%
484
+101
1410
$75.5K ﹤0.01%
219
+37
1411
$75.4K ﹤0.01%
1,300
1412
$75.1K ﹤0.01%
1,301
+3
1413
$75K ﹤0.01%
1,413
+129
1414
$74.8K ﹤0.01%
800
1415
$74.7K ﹤0.01%
3,075
1416
$74.6K ﹤0.01%
1,209
+660
1417
$74.6K ﹤0.01%
2,808
+10
1418
$74.3K ﹤0.01%
3,633
-12,427
1419
$74.3K ﹤0.01%
893
-50
1420
$74.3K ﹤0.01%
1,556
-100
1421
$73.9K ﹤0.01%
1,076
-3
1422
$73.8K ﹤0.01%
1,431
+67
1423
$73.7K ﹤0.01%
512
-182
1424
$73.7K ﹤0.01%
1,685
+24
1425
$73.4K ﹤0.01%
3,671
+67
55 56
57
58 59