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
1726
$34.8K ﹤0.01%
1,500
-500
1727
$34.6K ﹤0.01%
191
+127
1728
$34.6K ﹤0.01%
1,196
+72
1729
$34.6K ﹤0.01%
730
-164
1730
$34.5K ﹤0.01%
3,879
-369
1731
$34.5K ﹤0.01%
1,947
+462
1732
$34.4K ﹤0.01%
325
-140
1733
$34.3K ﹤0.01%
1,472
+1,220
1734
$34.3K ﹤0.01%
263
-333
1735
$34.2K ﹤0.01%
254
+11
1736
$34.2K ﹤0.01%
2,865
-21
1737
$34.2K ﹤0.01%
3,536
-1,226
1738
$34.1K ﹤0.01%
500
1739
$33.9K ﹤0.01%
700
+619
1740
$33.8K ﹤0.01%
5,025
-200
1741
$33.7K ﹤0.01%
8,983
-816
1742
$33.6K ﹤0.01%
769
+280
1743
$33.6K ﹤0.01%
500
-120
1744
$33.5K ﹤0.01%
299
+44
1745
$33.3K ﹤0.01%
535
+345
1746
$33.3K ﹤0.01%
784
+11
1747
$33.2K ﹤0.01%
714
-25,007
1748
$33.1K ﹤0.01%
827
-6
1749
$33.1K ﹤0.01%
+349
1750
$33K ﹤0.01%
382
+213
68 69
70
71 72