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
2251
$9.45K ﹤0.01%
+371
2252
$9.44K ﹤0.01%
183
-37
2253
$9.43K ﹤0.01%
336
+152
2254
$9.28K ﹤0.01%
1,731
2255
$9.26K ﹤0.01%
1,200
2256
$9.25K ﹤0.01%
30
-9
2257
$9.24K ﹤0.01%
2,000
2258
$9.23K ﹤0.01%
760
-214
2259
$9.23K ﹤0.01%
250
2260
$9.16K ﹤0.01%
500
2261
$9.11K ﹤0.01%
146
-21,595
2262
$9.11K ﹤0.01%
150
2263
$9.1K ﹤0.01%
255
+3
2264
$9.08K ﹤0.01%
310
2265
$9.07K ﹤0.01%
203
+26
2266
$8.98K ﹤0.01%
723
2267
$8.92K ﹤0.01%
28
-24
2268
$8.9K ﹤0.01%
362
2269
$8.9K ﹤0.01%
221
+200
2270
$8.9K ﹤0.01%
564
-74
2271
$8.89K ﹤0.01%
73
+11
2272
$8.88K ﹤0.01%
1,675
2273
$8.86K ﹤0.01%
409
+10
2274
$8.84K ﹤0.01%
201
2275
$8.83K ﹤0.01%
269
89 90
91
92 93