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
1576
$51.3K ﹤0.01%
+2,902
1577
$51.3K ﹤0.01%
555
+74
1578
$51.2K ﹤0.01%
14,889
-556
1579
$51.2K ﹤0.01%
1,362
1580
$51.1K ﹤0.01%
2,269
1581
$50.8K ﹤0.01%
+959
1582
$50.7K ﹤0.01%
2,420
+1,714
1583
$50.7K ﹤0.01%
2,100
1584
$50.6K ﹤0.01%
1,003
1585
$50.6K ﹤0.01%
1,021
1586
$50.5K ﹤0.01%
542
1587
$50.3K ﹤0.01%
+1,000
1588
$50.3K ﹤0.01%
1,225
-808
1589
$50.3K ﹤0.01%
228
-225
1590
$50.3K ﹤0.01%
3,049
+40
1591
$50.2K ﹤0.01%
8,000
1592
$50.2K ﹤0.01%
+1,950
1593
$50.1K ﹤0.01%
3,140
1594
$49.9K ﹤0.01%
808
-392
1595
$49.8K ﹤0.01%
6,005
1596
$49.6K ﹤0.01%
601
+212
1597
$49.5K ﹤0.01%
425
-42
1598
$49.4K ﹤0.01%
2,012
+1,775
1599
$49.4K ﹤0.01%
2,350
-1,596
1600
$49.3K ﹤0.01%
1,877
+529
62 63
64
65 66