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
2326
$7.62K ﹤0.01%
+246
2327
$7.59K ﹤0.01%
+100
2328
$7.52K ﹤0.01%
1,070
+19
2329
$7.49K ﹤0.01%
+128
2330
$7.49K ﹤0.01%
+233
2331
$7.45K ﹤0.01%
19
+7
2332
$7.44K ﹤0.01%
1,737
-103
2333
$7.44K ﹤0.01%
400
+200
2334
$7.42K ﹤0.01%
108
+1
2335
$7.42K ﹤0.01%
340
-9
2336
$7.42K ﹤0.01%
+100
2337
$7.39K ﹤0.01%
700
2338
$7.39K ﹤0.01%
83
2339
$7.36K ﹤0.01%
350
2340
$7.33K ﹤0.01%
412
-38
2341
$7.31K ﹤0.01%
148
-68,834
2342
$7.31K ﹤0.01%
67
-67
2343
$7.3K ﹤0.01%
270
2344
$7.2K ﹤0.01%
1,144
-2,723
2345
$7.18K ﹤0.01%
283
-144
2346
$7.18K ﹤0.01%
223
+22
2347
$7.17K ﹤0.01%
160
2348
$7.16K ﹤0.01%
36
-472
2349
$7.16K ﹤0.01%
82
2350
$7.14K ﹤0.01%
287
92 93
94
95 96