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
1701
$36.6K ﹤0.01%
293
+6
1702
$36.5K ﹤0.01%
164
+8
1703
$36.5K ﹤0.01%
1,350
+816
1704
$36.3K ﹤0.01%
429
+9
1705
$36.3K ﹤0.01%
797
-83
1706
$36.2K ﹤0.01%
1,246
+15
1707
$36.1K ﹤0.01%
619
1708
$35.9K ﹤0.01%
1,236
-50
1709
$35.9K ﹤0.01%
1,668
+1,172
1710
$35.8K ﹤0.01%
232
+209
1711
$35.7K ﹤0.01%
898
+80
1712
$35.7K ﹤0.01%
824
+53
1713
$35.6K ﹤0.01%
653
1714
$35.6K ﹤0.01%
1,310
1715
$35.6K ﹤0.01%
1,875
+1,500
1716
$35.5K ﹤0.01%
2,985
-228
1717
$35.5K ﹤0.01%
1,656
1718
$35.5K ﹤0.01%
428
-18
1719
$35.3K ﹤0.01%
478
+9
1720
$35.2K ﹤0.01%
1,129
+962
1721
$35K ﹤0.01%
3,485
1722
$35K ﹤0.01%
328
-218
1723
$34.9K ﹤0.01%
764
1724
$34.9K ﹤0.01%
1,119
1725
$34.8K ﹤0.01%
2,039
-200
67 68
69
70 71