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
1651
$42.8K ﹤0.01%
+429
1652
$42.7K ﹤0.01%
2,021
-2,032
1653
$42.7K ﹤0.01%
+2,068
1654
$42.5K ﹤0.01%
2,574
+1,759
1655
$42.3K ﹤0.01%
4,045
1656
$42.3K ﹤0.01%
283
1657
$42.3K ﹤0.01%
3,464
+604
1658
$42.2K ﹤0.01%
992
+4
1659
$42.2K ﹤0.01%
416
1660
$42.2K ﹤0.01%
669
+55
1661
$42.1K ﹤0.01%
888
-42
1662
$42K ﹤0.01%
895
+19
1663
$41.8K ﹤0.01%
1,935
1664
$41.8K ﹤0.01%
452
-50
1665
$41.7K ﹤0.01%
5,035
1666
$41.7K ﹤0.01%
667
-2
1667
$41.5K ﹤0.01%
1,760
+12
1668
$41K ﹤0.01%
1,600
-2,552
1669
$40.8K ﹤0.01%
685
-235
1670
$40.5K ﹤0.01%
796
+375
1671
$40.4K ﹤0.01%
456
-1,575
1672
$40.3K ﹤0.01%
537
-363
1673
$40.3K ﹤0.01%
273
1674
$40.2K ﹤0.01%
778
1675
$40.2K ﹤0.01%
454
-231
65 66
67
68 69