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
2351
$7.13K ﹤0.01%
203
2352
$7.13K ﹤0.01%
300
+50
2353
$7.07K ﹤0.01%
137
-13
2354
$7.07K ﹤0.01%
65
-58
2355
$7.07K ﹤0.01%
275
-608
2356
$7.04K ﹤0.01%
200
2357
$7.01K ﹤0.01%
291
2358
$6.98K ﹤0.01%
73
2359
$6.94K ﹤0.01%
293
2360
$6.94K ﹤0.01%
75
2361
$6.94K ﹤0.01%
+33
2362
$6.92K ﹤0.01%
+305
2363
$6.89K ﹤0.01%
161
-75
2364
$6.87K ﹤0.01%
275
-13
2365
$6.87K ﹤0.01%
128
-54
2366
$6.83K ﹤0.01%
132
2367
$6.81K ﹤0.01%
190
2368
$6.8K ﹤0.01%
400
+100
2369
$6.79K ﹤0.01%
137
+14
2370
$6.79K ﹤0.01%
179
2371
$6.76K ﹤0.01%
240
+12
2372
$6.73K ﹤0.01%
27
+3
2373
$6.66K ﹤0.01%
182
2374
$6.6K ﹤0.01%
130
2375
$6.57K ﹤0.01%
91
93 94
95
96 97