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
2076
$15.8K ﹤0.01%
+4,317
2077
$15.7K ﹤0.01%
725
2078
$15.7K ﹤0.01%
+1,184
2079
$15.7K ﹤0.01%
+1,117
2080
$15.7K ﹤0.01%
+2,144
2081
$15.7K ﹤0.01%
720
-963
2082
$15.7K ﹤0.01%
1,360
2083
$15.6K ﹤0.01%
79
+6
2084
$15.6K ﹤0.01%
2,272
+1,542
2085
$15.6K ﹤0.01%
204
+25
2086
$15.5K ﹤0.01%
80
+9
2087
$15.5K ﹤0.01%
208
+21
2088
$15.5K ﹤0.01%
525
-500
2089
$15.5K ﹤0.01%
215
+18
2090
$15.4K ﹤0.01%
1,245
+340
2091
$15.4K ﹤0.01%
57
-2
2092
$15.2K ﹤0.01%
851
2093
$15.2K ﹤0.01%
1,153
2094
$15.1K ﹤0.01%
630
-8
2095
$15K ﹤0.01%
292
-154
2096
$15K ﹤0.01%
390
2097
$15K ﹤0.01%
+2,322
2098
$15K ﹤0.01%
1,247
-40
2099
$14.9K ﹤0.01%
+922
2100
$14.9K ﹤0.01%
+295
82 83
84
85 86