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
2051
$17K ﹤0.01%
111
+4
2052
$16.9K ﹤0.01%
213
-136
2053
$16.9K ﹤0.01%
114
-271
2054
$16.9K ﹤0.01%
500
2055
$16.8K ﹤0.01%
250
-132
2056
$16.8K ﹤0.01%
+598
2057
$16.7K ﹤0.01%
660
2058
$16.6K ﹤0.01%
84
+6
2059
$16.6K ﹤0.01%
700
2060
$16.6K ﹤0.01%
202
2061
$16.5K ﹤0.01%
+794
2062
$16.5K ﹤0.01%
308
+1
2063
$16.4K ﹤0.01%
5,970
2064
$16.4K ﹤0.01%
69
+59
2065
$16.4K ﹤0.01%
140
2066
$16.3K ﹤0.01%
1,000
2067
$16.3K ﹤0.01%
122
-37
2068
$16.3K ﹤0.01%
1,807
-900
2069
$16.3K ﹤0.01%
346
+226
2070
$16.2K ﹤0.01%
315
-32
2071
$16.2K ﹤0.01%
2,020
2072
$15.9K ﹤0.01%
167
2073
$15.9K ﹤0.01%
3,388
-6,866
2074
$15.9K ﹤0.01%
1,290
+868
2075
$15.8K ﹤0.01%
703
+485
81 82
83
84 85