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
2276
$8.83K ﹤0.01%
277
2277
$8.82K ﹤0.01%
38
+5
2278
$8.79K ﹤0.01%
578
-2,125
2279
$8.79K ﹤0.01%
530
-767
2280
$8.75K ﹤0.01%
740
2281
$8.75K ﹤0.01%
203
-1
2282
$8.75K ﹤0.01%
155
+11
2283
$8.69K ﹤0.01%
187
2284
$8.68K ﹤0.01%
500
2285
$8.67K ﹤0.01%
600
2286
$8.61K ﹤0.01%
+500
2287
$8.6K ﹤0.01%
307
2288
$8.58K ﹤0.01%
2,424
-1,220
2289
$8.56K ﹤0.01%
133
-56
2290
$8.55K ﹤0.01%
134
-17
2291
$8.51K ﹤0.01%
326
-1
2292
$8.48K ﹤0.01%
1,050
+275
2293
$8.48K ﹤0.01%
226
2294
$8.46K ﹤0.01%
147
+32
2295
$8.43K ﹤0.01%
135
2296
$8.43K ﹤0.01%
160
2297
$8.31K ﹤0.01%
300
2298
$8.3K ﹤0.01%
200
2299
$8.3K ﹤0.01%
+185
2300
$8.3K ﹤0.01%
34
+4
90 91
92
93 94