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
1826
$27.8K ﹤0.01%
53
-1,600
1827
$27.8K ﹤0.01%
15,000
1828
$27.7K ﹤0.01%
408
+204
1829
$27.6K ﹤0.01%
750
1830
$27.6K ﹤0.01%
300
-200
1831
$27.6K ﹤0.01%
250
-8
1832
$27.6K ﹤0.01%
+497
1833
$27.5K ﹤0.01%
350
+99
1834
$27.5K ﹤0.01%
3,788
1835
$27.4K ﹤0.01%
2,299
+51
1836
$27.3K ﹤0.01%
869
1837
$27.3K ﹤0.01%
2,525
+725
1838
$27.2K ﹤0.01%
536
-393
1839
$27.2K ﹤0.01%
1,000
1840
$27.1K ﹤0.01%
5,025
-200
1841
$27K ﹤0.01%
3,393
+226
1842
$27K ﹤0.01%
980
+856
1843
$26.9K ﹤0.01%
335
-159
1844
$26.8K ﹤0.01%
+1,450
1845
$26.7K ﹤0.01%
415
-15
1846
$26.5K ﹤0.01%
470
-98
1847
$26.4K ﹤0.01%
+1,006
1848
$26.4K ﹤0.01%
430
+5
1849
$26.4K ﹤0.01%
201
-127
1850
$26.3K ﹤0.01%
100
72 73
74
75 76