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
2226
$10.2K ﹤0.01%
2,000
2227
$10.2K ﹤0.01%
32
-20
2228
$10.1K ﹤0.01%
1,931
+6
2229
$10.1K ﹤0.01%
57
+10
2230
$10.1K ﹤0.01%
167
2231
$10K ﹤0.01%
260
2232
$9.98K ﹤0.01%
1,001
+1,000
2233
$9.93K ﹤0.01%
700
+10
2234
$9.87K ﹤0.01%
184
2235
$9.87K ﹤0.01%
200
+100
2236
$9.82K ﹤0.01%
420
2237
$9.82K ﹤0.01%
257
-20
2238
$9.8K ﹤0.01%
+1,000
2239
$9.79K ﹤0.01%
+3,534
2240
$9.76K ﹤0.01%
281
2241
$9.73K ﹤0.01%
+220
2242
$9.69K ﹤0.01%
300
-3,942
2243
$9.69K ﹤0.01%
1,500
2244
$9.67K ﹤0.01%
239
+15
2245
$9.63K ﹤0.01%
222
-52
2246
$9.6K ﹤0.01%
215
2247
$9.55K ﹤0.01%
483
2248
$9.54K ﹤0.01%
101
-47
2249
$9.52K ﹤0.01%
563
2250
$9.51K ﹤0.01%
175
88 89
90
91 92