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
2426
$5.54K ﹤0.01%
180
2427
$5.47K ﹤0.01%
107
+30
2428
$5.46K ﹤0.01%
101
2429
$5.45K ﹤0.01%
259
2430
$5.44K ﹤0.01%
59
2431
$5.41K ﹤0.01%
100
2432
$5.38K ﹤0.01%
53
-103
2433
$5.37K ﹤0.01%
300
-349
2434
$5.36K ﹤0.01%
103
+65
2435
$5.36K ﹤0.01%
264
-200
2436
$5.25K ﹤0.01%
185
-40
2437
$5.23K ﹤0.01%
31
-52
2438
$5.23K ﹤0.01%
83
-19
2439
$5.22K ﹤0.01%
123
2440
$5.2K ﹤0.01%
152
-159
2441
$5.19K ﹤0.01%
295
2442
$5.19K ﹤0.01%
96
2443
$5.19K ﹤0.01%
81
-323
2444
$5.19K ﹤0.01%
469
2445
$5.14K ﹤0.01%
310
+12
2446
$5.13K ﹤0.01%
165
2447
$5.12K ﹤0.01%
423
-433
2448
$5.12K ﹤0.01%
34
-34
2449
$5.12K ﹤0.01%
516
-1,003
2450
$5.11K ﹤0.01%
119
96 97
98
99 100