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
2451
$5.06K ﹤0.01%
46
-49
2452
$5.04K ﹤0.01%
204
2453
$5.03K ﹤0.01%
46
2454
$5.02K ﹤0.01%
76
2455
$5.02K ﹤0.01%
204
-181
2456
$4.99K ﹤0.01%
+350
2457
$4.98K ﹤0.01%
44
+2
2458
$4.92K ﹤0.01%
1,115
-5,626
2459
$4.87K ﹤0.01%
100
2460
$4.82K ﹤0.01%
108
2461
$4.82K ﹤0.01%
39
-122
2462
$4.81K ﹤0.01%
216
2463
$4.77K ﹤0.01%
1,000
2464
$4.76K ﹤0.01%
400
2465
$4.75K ﹤0.01%
300
2466
$4.68K ﹤0.01%
80
-179
2467
$4.68K ﹤0.01%
500
2468
$4.66K ﹤0.01%
55
2469
$4.63K ﹤0.01%
70
-36
2470
$4.63K ﹤0.01%
89
+86
2471
$4.63K ﹤0.01%
300
2472
$4.63K ﹤0.01%
47
-13
2473
$4.61K ﹤0.01%
145
-75
2474
$4.58K ﹤0.01%
400
2475
$4.57K ﹤0.01%
329
+80
97 98
99
100 101