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
2151
$12.8K ﹤0.01%
100
2152
$12.7K ﹤0.01%
53
-90
2153
$12.7K ﹤0.01%
159
-146
2154
$12.7K ﹤0.01%
2,015
2155
$12.6K ﹤0.01%
68
+6
2156
$12.5K ﹤0.01%
+3,403
2157
$12.4K ﹤0.01%
516
2158
$12.4K ﹤0.01%
570
2159
$12.3K ﹤0.01%
300
2160
$12.3K ﹤0.01%
365
+165
2161
$12.3K ﹤0.01%
376
2162
$12.2K ﹤0.01%
18,500
2163
$12.2K ﹤0.01%
30
-2
2164
$12.2K ﹤0.01%
479
-373
2165
$12.1K ﹤0.01%
115
+6
2166
$12.1K ﹤0.01%
154
2167
$12.1K ﹤0.01%
+243
2168
$12K ﹤0.01%
624
2169
$11.9K ﹤0.01%
305
2170
$11.9K ﹤0.01%
175
+75
2171
$11.9K ﹤0.01%
92
+50
2172
$11.8K ﹤0.01%
632
+326
2173
$11.8K ﹤0.01%
219
+23
2174
$11.8K ﹤0.01%
105
2175
$11.7K ﹤0.01%
349
+55
85 86
87
88 89