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
1976
$19.6K ﹤0.01%
+13,000
1977
$19.6K ﹤0.01%
670
-50
1978
$19.5K ﹤0.01%
455
+1
1979
$19.5K ﹤0.01%
191
+16
1980
$19.4K ﹤0.01%
285
1981
$19.3K ﹤0.01%
2,133
1982
$19.3K ﹤0.01%
638
-600
1983
$19.1K ﹤0.01%
432
+40
1984
$19K ﹤0.01%
118
+26
1985
$18.9K ﹤0.01%
171
-61
1986
$18.9K ﹤0.01%
519
-1,379
1987
$18.9K ﹤0.01%
2,000
1988
$18.9K ﹤0.01%
1,035
+3
1989
$18.9K ﹤0.01%
800
1990
$18.8K ﹤0.01%
259
+11
1991
$18.8K ﹤0.01%
1,065
-1,065
1992
$18.8K ﹤0.01%
72
-25
1993
$18.7K ﹤0.01%
506
+84
1994
$18.6K ﹤0.01%
1,179
+23
1995
$18.6K ﹤0.01%
375
1996
$18.6K ﹤0.01%
918
+43
1997
$18.5K ﹤0.01%
1,196
-236
1998
$18.5K ﹤0.01%
961
1999
$18.5K ﹤0.01%
98
+10
2000
$18.5K ﹤0.01%
+595
78 79
80
81 82