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
1876
$24.7K ﹤0.01%
+100
1877
$24.7K ﹤0.01%
3,360
1878
$24.5K ﹤0.01%
2,229
1879
$24.4K ﹤0.01%
592
+8
1880
$24.3K ﹤0.01%
168
+60
1881
$24.3K ﹤0.01%
328
+41
1882
$24.3K ﹤0.01%
1,100
1883
$24.3K ﹤0.01%
6,436
-2,082
1884
$24.2K ﹤0.01%
369
1885
$23.9K ﹤0.01%
194
+12
1886
$23.9K ﹤0.01%
200
-38
1887
$23.9K ﹤0.01%
183
+8
1888
$23.9K ﹤0.01%
385
+286
1889
$23.8K ﹤0.01%
256
-27
1890
$23.8K ﹤0.01%
5,800
+2,000
1891
$23.8K ﹤0.01%
2,020
1892
$23.8K ﹤0.01%
221
+1
1893
$23.6K ﹤0.01%
260
1894
$23.6K ﹤0.01%
248
-46
1895
$23.5K ﹤0.01%
1,150
+1,000
1896
$23.5K ﹤0.01%
390
+346
1897
$23.4K ﹤0.01%
1,350
1898
$23.4K ﹤0.01%
533
+27
1899
$23.4K ﹤0.01%
1,015
+49
1900
$23.1K ﹤0.01%
49
+41
74 75
76
77 78