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
2401
$6.01K ﹤0.01%
350
2402
$6.01K ﹤0.01%
32
+1
2403
$6K ﹤0.01%
200
2404
$5.99K ﹤0.01%
200
2405
$5.99K ﹤0.01%
64
2406
$5.93K ﹤0.01%
96
-15
2407
$5.91K ﹤0.01%
115
-132
2408
$5.9K ﹤0.01%
35
-152
2409
$5.81K ﹤0.01%
+1,148
2410
$5.81K ﹤0.01%
1,562
-12,923
2411
$5.79K ﹤0.01%
88
-66
2412
$5.77K ﹤0.01%
366
2413
$5.77K ﹤0.01%
170
2414
$5.76K ﹤0.01%
209
2415
$5.7K ﹤0.01%
177
+14
2416
$5.7K ﹤0.01%
91
2417
$5.7K ﹤0.01%
501
2418
$5.69K ﹤0.01%
550
2419
$5.69K ﹤0.01%
249
2420
$5.63K ﹤0.01%
185
+22
2421
$5.61K ﹤0.01%
200
2422
$5.58K ﹤0.01%
65
-65
2423
$5.58K ﹤0.01%
36
-8
2424
$5.57K ﹤0.01%
+200
2425
$5.55K ﹤0.01%
52
-52
95 96
97
98 99