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
1501
$60.7K ﹤0.01%
2,354
-55
1502
$60.3K ﹤0.01%
2,237
-1,484
1503
$60.2K ﹤0.01%
766
1504
$59.9K ﹤0.01%
316
+15
1505
$59.8K ﹤0.01%
644
-176
1506
$59.7K ﹤0.01%
2,542
1507
$59.6K ﹤0.01%
1,090
-62
1508
$59.4K ﹤0.01%
436
+112
1509
$59.4K ﹤0.01%
1,220
1510
$59.2K ﹤0.01%
3,531
+2,120
1511
$58.9K ﹤0.01%
937
+83
1512
$58.9K ﹤0.01%
870
1513
$58.8K ﹤0.01%
465
1514
$58.7K ﹤0.01%
3,852
+57
1515
$58.6K ﹤0.01%
530
1516
$58.6K ﹤0.01%
722
-88
1517
$58.5K ﹤0.01%
+2,763
1518
$58.5K ﹤0.01%
4,188
-31
1519
$58.5K ﹤0.01%
212
-23
1520
$58.5K ﹤0.01%
2,297
-1,401
1521
$58.4K ﹤0.01%
4,961
-730
1522
$58.3K ﹤0.01%
1,500
1523
$58.1K ﹤0.01%
1,007
-247
1524
$58K ﹤0.01%
1,700
1525
$57.9K ﹤0.01%
1,621
-216
59 60
61
62 63