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
1926
$21.8K ﹤0.01%
170
-50
1927
$21.8K ﹤0.01%
+1,011
1928
$21.8K ﹤0.01%
500
+19
1929
$21.7K ﹤0.01%
96
+69
1930
$21.7K ﹤0.01%
+5,065
1931
$21.6K ﹤0.01%
500
1932
$21.5K ﹤0.01%
1,009
1933
$21.4K ﹤0.01%
650
-80
1934
$21.4K ﹤0.01%
1,600
-1,800
1935
$21.3K ﹤0.01%
+204
1936
$21.2K ﹤0.01%
137
+10
1937
$21.1K ﹤0.01%
645
1938
$21.1K ﹤0.01%
650
1939
$21.1K ﹤0.01%
687
+32
1940
$21.1K ﹤0.01%
+431
1941
$21K ﹤0.01%
2,339
+23
1942
$21K ﹤0.01%
827
+9
1943
$21K ﹤0.01%
5,966
+101
1944
$21K ﹤0.01%
488
+31
1945
$20.9K ﹤0.01%
275
-13
1946
$20.8K ﹤0.01%
+1,354
1947
$20.8K ﹤0.01%
478
+378
1948
$20.8K ﹤0.01%
+565
1949
$20.7K ﹤0.01%
76
+59
1950
$20.6K ﹤0.01%
2,183
76 77
78
79 80