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
2376
$6.56K ﹤0.01%
274
2377
$6.55K ﹤0.01%
214
-251
2378
$6.47K ﹤0.01%
83
+17
2379
$6.47K ﹤0.01%
300
2380
$6.46K ﹤0.01%
199
-234
2381
$6.45K ﹤0.01%
600
2382
$6.45K ﹤0.01%
880
2383
$6.43K ﹤0.01%
226
+1
2384
$6.38K ﹤0.01%
129
+16
2385
$6.36K ﹤0.01%
300
2386
$6.34K ﹤0.01%
221
+169
2387
$6.34K ﹤0.01%
150
-89
2388
$6.31K ﹤0.01%
41
+1
2389
$6.3K ﹤0.01%
288
2390
$6.28K ﹤0.01%
235
2391
$6.27K ﹤0.01%
228
+1
2392
$6.27K ﹤0.01%
321
-36
2393
$6.25K ﹤0.01%
64
+14
2394
$6.21K ﹤0.01%
100
2395
$6.21K ﹤0.01%
+100
2396
$6.19K ﹤0.01%
122
+44
2397
$6.07K ﹤0.01%
593
+182
2398
$6.05K ﹤0.01%
80
+50
2399
$6.03K ﹤0.01%
+119
2400
$6.02K ﹤0.01%
586
94 95
96
97 98