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
2126
$13.8K ﹤0.01%
5,005
2127
$13.8K ﹤0.01%
226
-40
2128
$13.8K ﹤0.01%
469
+142
2129
$13.7K ﹤0.01%
147
-854
2130
$13.7K ﹤0.01%
353
2131
$13.6K ﹤0.01%
750
2132
$13.5K ﹤0.01%
1,386
+776
2133
$13.5K ﹤0.01%
387
2134
$13.4K ﹤0.01%
595
+438
2135
$13.4K ﹤0.01%
1,339
2136
$13.4K ﹤0.01%
150
2137
$13.4K ﹤0.01%
247
-14
2138
$13.3K ﹤0.01%
201
2139
$13.3K ﹤0.01%
335
-103
2140
$13.2K ﹤0.01%
360
-3,710
2141
$13.2K ﹤0.01%
104
-25
2142
$13.2K ﹤0.01%
+2,000
2143
$13.2K ﹤0.01%
490
-20
2144
$13.1K ﹤0.01%
267
2145
$13.1K ﹤0.01%
+232
2146
$13K ﹤0.01%
239
-475
2147
$12.9K ﹤0.01%
407
+22
2148
$12.9K ﹤0.01%
148
2149
$12.8K ﹤0.01%
+475
2150
$12.8K ﹤0.01%
608
+500
84 85
86
87 88