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
1901
$23.1K ﹤0.01%
1,225
1902
$23K ﹤0.01%
1,282
+41
1903
$22.9K ﹤0.01%
346
+174
1904
$22.9K ﹤0.01%
480
1905
$22.8K ﹤0.01%
354
-13
1906
$22.8K ﹤0.01%
640
1907
$22.7K ﹤0.01%
1,616
1908
$22.7K ﹤0.01%
+4,983
1909
$22.6K ﹤0.01%
+500
1910
$22.6K ﹤0.01%
493
-224
1911
$22.6K ﹤0.01%
256
+82
1912
$22.6K ﹤0.01%
1,500
1913
$22.5K ﹤0.01%
521
-183
1914
$22.4K ﹤0.01%
293
+6
1915
$22.4K ﹤0.01%
783
-61
1916
$22.4K ﹤0.01%
517
1917
$22.3K ﹤0.01%
4,728
+3,146
1918
$22.3K ﹤0.01%
2,200
+100
1919
$22.2K ﹤0.01%
934
-20,275
1920
$22.1K ﹤0.01%
1,712
1921
$22.1K ﹤0.01%
640
+3
1922
$22.1K ﹤0.01%
600
1923
$22K ﹤0.01%
444
1924
$22K ﹤0.01%
1,489
-10
1925
$21.8K ﹤0.01%
182
-804
75 76
77
78 79