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
1951
$20.6K ﹤0.01%
+731
1952
$20.6K ﹤0.01%
1,167
+822
1953
$20.6K ﹤0.01%
+791
1954
$20.6K ﹤0.01%
586
+231
1955
$20.5K ﹤0.01%
+1,552
1956
$20.5K ﹤0.01%
876
1957
$20.4K ﹤0.01%
45
-17
1958
$20.4K ﹤0.01%
3,793
-1,392
1959
$20.3K ﹤0.01%
291
1960
$20.3K ﹤0.01%
114
1961
$20.3K ﹤0.01%
2,080
+51
1962
$20.2K ﹤0.01%
1,000
1963
$20.2K ﹤0.01%
611
-47
1964
$20.2K ﹤0.01%
910
1965
$20.2K ﹤0.01%
485
+10
1966
$20.1K ﹤0.01%
971
1967
$20.1K ﹤0.01%
682
+1
1968
$20.1K ﹤0.01%
167
-1,463
1969
$20.1K ﹤0.01%
230
+18
1970
$19.9K ﹤0.01%
+1,047
1971
$19.9K ﹤0.01%
786
+43
1972
$19.9K ﹤0.01%
813
-580
1973
$19.9K ﹤0.01%
262
-1
1974
$19.8K ﹤0.01%
508
+24
1975
$19.7K ﹤0.01%
399
+218
77 78
79
80 81