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
1451
$69.9K ﹤0.01%
5,842
+843
1452
$69.8K ﹤0.01%
2,265
+21
1453
$69.8K ﹤0.01%
+1,490
1454
$69.2K ﹤0.01%
1,875
+40
1455
$69K ﹤0.01%
1,970
-85
1456
$69K ﹤0.01%
652
+12
1457
$69K ﹤0.01%
100,000
1458
$68.9K ﹤0.01%
3,213
+425
1459
$68.9K ﹤0.01%
2,154
-2,438
1460
$68.8K ﹤0.01%
1,187
+101
1461
$68.5K ﹤0.01%
1,471
+8
1462
$68.4K ﹤0.01%
2,151
+31
1463
$68.4K ﹤0.01%
1,512
-632
1464
$68.2K ﹤0.01%
469
+50
1465
$68.2K ﹤0.01%
1,045
-261
1466
$67.8K ﹤0.01%
2,688
-197
1467
$67.7K ﹤0.01%
3,950
+280
1468
$67.7K ﹤0.01%
713
-89
1469
$66.7K ﹤0.01%
165
-162
1470
$66.6K ﹤0.01%
2,461
-550
1471
$66.6K ﹤0.01%
1,877
+484
1472
$66.5K ﹤0.01%
1,287
-56
1473
$66.2K ﹤0.01%
1,625
1474
$65.8K ﹤0.01%
1,045
+367
1475
$65.7K ﹤0.01%
344
+289
57 58
59
60 61