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
1676
$40.1K ﹤0.01%
1,700
1677
$39.9K ﹤0.01%
152
1678
$39.8K ﹤0.01%
1,727
1679
$39.5K ﹤0.01%
230
+17
1680
$39.5K ﹤0.01%
1,339
1681
$39.5K ﹤0.01%
850
+88
1682
$39.4K ﹤0.01%
1,608
+1,530
1683
$39.1K ﹤0.01%
1,097
1684
$39K ﹤0.01%
1,363
-971
1685
$38.8K ﹤0.01%
318
+85
1686
$38.8K ﹤0.01%
3,450
-1,030
1687
$38.6K ﹤0.01%
741
1688
$38.6K ﹤0.01%
191
+190
1689
$38.1K ﹤0.01%
+1,330
1690
$37.9K ﹤0.01%
638
1691
$37.7K ﹤0.01%
77
+22
1692
$37.6K ﹤0.01%
1,500
1693
$37.4K ﹤0.01%
3,390
-13,350
1694
$37.3K ﹤0.01%
468
+390
1695
$37.2K ﹤0.01%
660
1696
$37.2K ﹤0.01%
1,020
1697
$37K ﹤0.01%
2,400
+76
1698
$36.9K ﹤0.01%
+1,445
1699
$36.8K ﹤0.01%
965
1700
$36.6K ﹤0.01%
473
+18
66 67
68
69 70