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
1551
$55.1K ﹤0.01%
1,790
+56
1552
$55.1K ﹤0.01%
2,026
1553
$55K ﹤0.01%
1,646
1554
$55K ﹤0.01%
1,475
-24
1555
$54.6K ﹤0.01%
5,647
+1,973
1556
$54.3K ﹤0.01%
1,649
1557
$53.9K ﹤0.01%
2,112
1558
$53.7K ﹤0.01%
1,194
+1,142
1559
$53.6K ﹤0.01%
841
-119
1560
$53.5K ﹤0.01%
1,085
+11
1561
$53.4K ﹤0.01%
2,696
+20
1562
$52.9K ﹤0.01%
20,436
+6,533
1563
$52.8K ﹤0.01%
246
+200
1564
$52.5K ﹤0.01%
1,003
+4
1565
$52.3K ﹤0.01%
5,813
-3,167
1566
$52.2K ﹤0.01%
1,064
-499
1567
$52.2K ﹤0.01%
+2,002
1568
$52.2K ﹤0.01%
2,936
+124
1569
$52.2K ﹤0.01%
359
-58
1570
$52.1K ﹤0.01%
1,991
+3
1571
$52K ﹤0.01%
1,507
-181
1572
$52K ﹤0.01%
880
+849
1573
$52K ﹤0.01%
+3,500
1574
$51.9K ﹤0.01%
933
+617
1575
$51.8K ﹤0.01%
969
+86
61 62
63
64 65