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
1776
$30.7K ﹤0.01%
275
-35
1777
$30.6K ﹤0.01%
309
+1
1778
$30.6K ﹤0.01%
822
-8
1779
$30.6K ﹤0.01%
5,194
+5,191
1780
$30.6K ﹤0.01%
982
1781
$30.5K ﹤0.01%
1,215
1782
$30.5K ﹤0.01%
880
-122
1783
$30.5K ﹤0.01%
+293
1784
$30.5K ﹤0.01%
256
+79
1785
$30.3K ﹤0.01%
115
+97
1786
$30.3K ﹤0.01%
1,574
+1,152
1787
$30.1K ﹤0.01%
626
1788
$30.1K ﹤0.01%
1,880
-4,863
1789
$30.1K ﹤0.01%
967
-1,425
1790
$30.1K ﹤0.01%
460
+115
1791
$29.8K ﹤0.01%
1,125
1792
$29.8K ﹤0.01%
2,111
+90
1793
$29.7K ﹤0.01%
685
+650
1794
$29.7K ﹤0.01%
2,000
1795
$29.7K ﹤0.01%
390
1796
$29.7K ﹤0.01%
702
1797
$29.6K ﹤0.01%
69
-29
1798
$29.6K ﹤0.01%
2,159
+9
1799
$29.5K ﹤0.01%
118
-39
1800
$29.5K ﹤0.01%
1,095
70 71
72
73 74