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
1626
$45.6K ﹤0.01%
505
+48
1627
$45.5K ﹤0.01%
312
+140
1628
$45.5K ﹤0.01%
985
-1
1629
$45.4K ﹤0.01%
1,395
+1,048
1630
$45.2K ﹤0.01%
77
+18
1631
$45K ﹤0.01%
1,714
-177
1632
$45K ﹤0.01%
1,139
+398
1633
$45K ﹤0.01%
1,500
1634
$44.8K ﹤0.01%
2,000
1635
$44.7K ﹤0.01%
+1,000
1636
$44.6K ﹤0.01%
435
-399
1637
$44.6K ﹤0.01%
1,748
-1,200
1638
$44.5K ﹤0.01%
565
1639
$44.5K ﹤0.01%
9,500
1640
$44.5K ﹤0.01%
815
1641
$43.6K ﹤0.01%
2,362
-959
1642
$43.5K ﹤0.01%
1,919
+250
1643
$43.5K ﹤0.01%
496
-6,415
1644
$43.4K ﹤0.01%
2,240
-71
1645
$43.3K ﹤0.01%
1,232
+4
1646
$43.3K ﹤0.01%
+360
1647
$43.2K ﹤0.01%
1,575
-220
1648
$43K ﹤0.01%
8,010
1649
$43K ﹤0.01%
729
1650
$42.9K ﹤0.01%
315
+11
64 65
66
67 68