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
1801
$29.4K ﹤0.01%
609
+25
1802
$29.1K ﹤0.01%
251
-46
1803
$29K ﹤0.01%
491
+128
1804
$28.9K ﹤0.01%
3,000
1805
$28.9K ﹤0.01%
911
-184
1806
$28.9K ﹤0.01%
348
-1
1807
$28.9K ﹤0.01%
1,258
+1
1808
$28.9K ﹤0.01%
229
-35
1809
$28.8K ﹤0.01%
45
+14
1810
$28.7K ﹤0.01%
573
-74
1811
$28.7K ﹤0.01%
183
+3
1812
$28.6K ﹤0.01%
3,881
+2,355
1813
$28.6K ﹤0.01%
2,000
1814
$28.5K ﹤0.01%
1,187
+51
1815
$28.5K ﹤0.01%
1,635
1816
$28.4K ﹤0.01%
388
-9
1817
$28.4K ﹤0.01%
521
-82
1818
$28.3K ﹤0.01%
1,925
+1,705
1819
$28.2K ﹤0.01%
1,750
-1,360
1820
$28.2K ﹤0.01%
1,207
+13
1821
$28.1K ﹤0.01%
1,019
-1,055
1822
$28K ﹤0.01%
414
-278
1823
$27.9K ﹤0.01%
585
-1,328
1824
$27.9K ﹤0.01%
386
-194
1825
$27.8K ﹤0.01%
307
71 72
73
74 75