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
1851
$26.2K ﹤0.01%
390
+2
1852
$26.2K ﹤0.01%
4,517
-1,527
1853
$26.1K ﹤0.01%
5,799
-973
1854
$26K ﹤0.01%
1,000
1855
$26K ﹤0.01%
259
-1,116
1856
$25.9K ﹤0.01%
116
-13
1857
$25.9K ﹤0.01%
1,872
+666
1858
$25.9K ﹤0.01%
830
1859
$25.9K ﹤0.01%
187
-104
1860
$25.6K ﹤0.01%
2,304
+176
1861
$25.6K ﹤0.01%
1,064
1862
$25.5K ﹤0.01%
80
+4
1863
$25.5K ﹤0.01%
656
1864
$25.5K ﹤0.01%
600
+500
1865
$25.4K ﹤0.01%
1,929
+1,422
1866
$25.4K ﹤0.01%
502
+2
1867
$25.2K ﹤0.01%
1,287
-207
1868
$25.2K ﹤0.01%
418
+79
1869
$25.2K ﹤0.01%
3,238
1870
$25.1K ﹤0.01%
573
+8
1871
$25K ﹤0.01%
163
-65
1872
$24.9K ﹤0.01%
2,056
1873
$24.9K ﹤0.01%
230
1874
$24.7K ﹤0.01%
255
-50
1875
$24.7K ﹤0.01%
1,067
+8
73 74
75
76 77