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
1526
$57.8K ﹤0.01%
1,252
+1
1527
$57.6K ﹤0.01%
697
1528
$57.6K ﹤0.01%
2,315
1529
$57.4K ﹤0.01%
2,374
-2,248
1530
$57.2K ﹤0.01%
1,160
+1,000
1531
$57.1K ﹤0.01%
806
+676
1532
$57K ﹤0.01%
1,141
+16
1533
$57K ﹤0.01%
136
+86
1534
$56.8K ﹤0.01%
1,887
+1,335
1535
$56.6K ﹤0.01%
+5,000
1536
$56.6K ﹤0.01%
240
1537
$56.5K ﹤0.01%
1,804
1538
$56.5K ﹤0.01%
2,500
-2,500
1539
$56.4K ﹤0.01%
510
-65
1540
$56.2K ﹤0.01%
1,773
+1,153
1541
$56K ﹤0.01%
1,325
+202
1542
$56K ﹤0.01%
8,900
-200
1543
$55.9K ﹤0.01%
1,058
-276
1544
$55.8K ﹤0.01%
672
-3,819
1545
$55.7K ﹤0.01%
1,286
+452
1546
$55.6K ﹤0.01%
822
-126
1547
$55.4K ﹤0.01%
3,613
+71
1548
$55.4K ﹤0.01%
5,500
+2,750
1549
$55.3K ﹤0.01%
1,291
+107
1550
$55.3K ﹤0.01%
2,252
-240
60 61
62
63 64