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
2176
$11.6K ﹤0.01%
53
-4
2177
$11.6K ﹤0.01%
200
-59
2178
$11.6K ﹤0.01%
89
+27
2179
$11.6K ﹤0.01%
206
-477
2180
$11.4K ﹤0.01%
450
-200
2181
$11.4K ﹤0.01%
386
-38
2182
$11.4K ﹤0.01%
1,000
2183
$11.4K ﹤0.01%
277
2184
$11.3K ﹤0.01%
200
2185
$11.3K ﹤0.01%
68
-59
2186
$11.2K ﹤0.01%
202
2187
$11.2K ﹤0.01%
+700
2188
$11.2K ﹤0.01%
750
2189
$11.2K ﹤0.01%
143
+17
2190
$11.2K ﹤0.01%
+414
2191
$11.1K ﹤0.01%
103
-30
2192
$11K ﹤0.01%
239
+25
2193
$11K ﹤0.01%
90
2194
$11K ﹤0.01%
245
-2,755
2195
$11K ﹤0.01%
+1,100
2196
$11K ﹤0.01%
4,200
+500
2197
$11K ﹤0.01%
900
2198
$10.9K ﹤0.01%
91
-325
2199
$10.9K ﹤0.01%
528
-1,557
2200
$10.9K ﹤0.01%
900
86 87
88
89 90