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
1476
$65.7K ﹤0.01%
1,328
-316
1477
$65.7K ﹤0.01%
2,895
-1,159
1478
$65.5K ﹤0.01%
358
-8
1479
$64.9K ﹤0.01%
2,848
+52
1480
$64.8K ﹤0.01%
7,139
1481
$64.8K ﹤0.01%
1,538
+963
1482
$64.7K ﹤0.01%
981
+325
1483
$64.5K ﹤0.01%
4,695
1484
$64.3K ﹤0.01%
1,871
+115
1485
$64.2K ﹤0.01%
441
+288
1486
$64.1K ﹤0.01%
915
+885
1487
$64.1K ﹤0.01%
1,766
+496
1488
$64K ﹤0.01%
4,333
+2,269
1489
$63.8K ﹤0.01%
418
+24
1490
$63.4K ﹤0.01%
1,758
-9,785
1491
$63.3K ﹤0.01%
1,454
+454
1492
$63.2K ﹤0.01%
8,342
+2,095
1493
$63.1K ﹤0.01%
3,384
1494
$62.4K ﹤0.01%
3,311
+211
1495
$61.9K ﹤0.01%
1,356
+13
1496
$61.4K ﹤0.01%
1,632
+932
1497
$61.3K ﹤0.01%
5,597
+638
1498
$61K ﹤0.01%
1,120
-6,440
1499
$61K ﹤0.01%
1,000
1500
$60.8K ﹤0.01%
1,517
+383
58 59
60
61 62