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
2201
$10.9K ﹤0.01%
260
2202
$10.9K ﹤0.01%
251
-32
2203
$10.8K ﹤0.01%
237
-113
2204
$10.8K ﹤0.01%
310
2205
$10.8K ﹤0.01%
300
-1,017
2206
$10.8K ﹤0.01%
246
2207
$10.7K ﹤0.01%
155
+2
2208
$10.7K ﹤0.01%
876
+76
2209
$10.7K ﹤0.01%
223
+1
2210
$10.6K ﹤0.01%
495
2211
$10.6K ﹤0.01%
+106
2212
$10.5K ﹤0.01%
58
-2
2213
$10.5K ﹤0.01%
+142
2214
$10.5K ﹤0.01%
343
-850
2215
$10.5K ﹤0.01%
281
-43
2216
$10.4K ﹤0.01%
100
+61
2217
$10.4K ﹤0.01%
72
+11
2218
$10.4K ﹤0.01%
+251
2219
$10.4K ﹤0.01%
2,500
2220
$10.4K ﹤0.01%
76
+23
2221
$10.3K ﹤0.01%
122
-515
2222
$10.3K ﹤0.01%
112
-30
2223
$10.3K ﹤0.01%
92
-188
2224
$10.3K ﹤0.01%
+850
2225
$10.2K ﹤0.01%
429
87 88
89
90 91