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
1751
$32.8K ﹤0.01%
+1,000
1752
$32.4K ﹤0.01%
879
-1,060
1753
$32.4K ﹤0.01%
935
-334
1754
$32.3K ﹤0.01%
+764
1755
$32.1K ﹤0.01%
1,663
-783
1756
$32K ﹤0.01%
370
1757
$31.9K ﹤0.01%
334
1758
$31.9K ﹤0.01%
2,193
+1,686
1759
$31.9K ﹤0.01%
735
1760
$31.8K ﹤0.01%
3,000
1761
$31.7K ﹤0.01%
190
-67
1762
$31.6K ﹤0.01%
1,016
+4
1763
$31.6K ﹤0.01%
608
+38
1764
$31.5K ﹤0.01%
625
1765
$31.4K ﹤0.01%
384
+334
1766
$31.3K ﹤0.01%
1,419
1767
$31.2K ﹤0.01%
630
+218
1768
$31.1K ﹤0.01%
421
-1,439
1769
$31.1K ﹤0.01%
1,677
1770
$31K ﹤0.01%
1,300
-50
1771
$30.9K ﹤0.01%
1,129
+14
1772
$30.9K ﹤0.01%
2,201
+42
1773
$30.8K ﹤0.01%
967
1774
$30.7K ﹤0.01%
1,000
1775
$30.7K ﹤0.01%
645
69 70
71
72 73