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
1426
$73.4K ﹤0.01%
+9,047
1427
$73K ﹤0.01%
1,204
-57
1428
$72.9K ﹤0.01%
1,547
-1,841
1429
$72.8K ﹤0.01%
2,914
-4,352
1430
$72.7K ﹤0.01%
2,351
+1,801
1431
$72.4K ﹤0.01%
1,151
+382
1432
$72.3K ﹤0.01%
1,002
1433
$72.3K ﹤0.01%
1,665
+356
1434
$72.2K ﹤0.01%
1,712
+12
1435
$72.2K ﹤0.01%
4,507
-90
1436
$72.2K ﹤0.01%
6,094
-1,234
1437
$71.9K ﹤0.01%
3,485
-39
1438
$71.8K ﹤0.01%
820
-543
1439
$71.6K ﹤0.01%
207
-5
1440
$71.6K ﹤0.01%
418
+7
1441
$71.4K ﹤0.01%
7,982
+3,992
1442
$71.3K ﹤0.01%
4,063
-1,254
1443
$71.2K ﹤0.01%
905
1444
$70.8K ﹤0.01%
2,249
-18
1445
$70.7K ﹤0.01%
400
1446
$70.7K ﹤0.01%
1,830
1447
$70.6K ﹤0.01%
4,335
+3,794
1448
$70.5K ﹤0.01%
2,623
+38
1449
$70.2K ﹤0.01%
470
+14
1450
$69.9K ﹤0.01%
822
-96
56 57
58
59 60