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
2101
$14.8K ﹤0.01%
+1,398
2102
$14.8K ﹤0.01%
500
2103
$14.7K ﹤0.01%
465
+457
2104
$14.6K ﹤0.01%
690
-231
2105
$14.6K ﹤0.01%
2,315
+727
2106
$14.6K ﹤0.01%
+560
2107
$14.6K ﹤0.01%
3,045
2108
$14.5K ﹤0.01%
+1,000
2109
$14.5K ﹤0.01%
400
+325
2110
$14.5K ﹤0.01%
101
+13
2111
$14.5K ﹤0.01%
404
2112
$14.4K ﹤0.01%
1,000
2113
$14.3K ﹤0.01%
213
+28
2114
$14.3K ﹤0.01%
2,369
2115
$14.2K ﹤0.01%
655
2116
$14.2K ﹤0.01%
495
-41
2117
$14.1K ﹤0.01%
411
+160
2118
$14.1K ﹤0.01%
169
-200
2119
$14K ﹤0.01%
217
2120
$13.9K ﹤0.01%
757
-20
2121
$13.9K ﹤0.01%
386
2122
$13.9K ﹤0.01%
1,700
2123
$13.9K ﹤0.01%
350
2124
$13.9K ﹤0.01%
761
+209
2125
$13.8K ﹤0.01%
10
-67
83 84
85
86 87