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
2301
$8.27K ﹤0.01%
391
+2
2302
$8.23K ﹤0.01%
566
2303
$8.21K ﹤0.01%
281
+1
2304
$8.16K ﹤0.01%
1,000
-1,000
2305
$8.13K ﹤0.01%
109
-35
2306
$8.11K ﹤0.01%
148
2307
$8.1K ﹤0.01%
1
-6
2308
$8.08K ﹤0.01%
400
2309
$8.07K ﹤0.01%
104
-59
2310
$8.07K ﹤0.01%
75
2311
$8.07K ﹤0.01%
728
2312
$8.05K ﹤0.01%
146
2313
$8.02K ﹤0.01%
+500
2314
$7.99K ﹤0.01%
401
2315
$7.92K ﹤0.01%
63
2316
$7.9K ﹤0.01%
+384
2317
$7.86K ﹤0.01%
100
2318
$7.85K ﹤0.01%
203
+30
2319
$7.83K ﹤0.01%
352
-508
2320
$7.83K ﹤0.01%
501
-89
2321
$7.78K ﹤0.01%
600
2322
$7.75K ﹤0.01%
584
-316
2323
$7.71K ﹤0.01%
581
-8
2324
$7.68K ﹤0.01%
138
-20
2325
$7.64K ﹤0.01%
1,000
91 92
93
94 95