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
$3.24B
AUM Growth
+$189M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,794
New
Increased
Reduced
Closed

Top Buys

1
+$25M
2
+$19.1M
3
+$16M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$14.2M
5
FTGC icon
First Trust Global Tactical Commodity Strategy Fund
FTGC
+$14M

Top Sells

1
+$30.6M
2
+$11.1M
3
+$10.5M
4
DJAN icon
FT Vest US Equity Deep Buffer ETF January
DJAN
+$9.93M
5
UCON icon
First Trust Smith Unconstrained Bond ETF
UCON
+$9.46M

Sector Composition

1 Technology 10.66%
2 Financials 4.61%
3 Healthcare 3.7%
4 Consumer Discretionary 3.47%
5 Industrials 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.32M 0.1%
35,751
-24,202
227
$3.31M 0.1%
36,530
+1,305
228
$3.3M 0.1%
144,030
+8,202
229
$3.27M 0.1%
32,744
-7,398
230
$3.26M 0.1%
44,821
+14,313
231
$3.25M 0.1%
9,885
-1,116
232
$3.25M 0.1%
95,068
-9,935
233
$3.24M 0.1%
44,051
+2,304
234
$3.24M 0.1%
92,678
+27,362
235
$3.2M 0.1%
142,793
+9,318
236
$3.19M 0.1%
136,703
+4,259
237
$3.19M 0.1%
12,642
+7,699
238
$3.1M 0.1%
60,626
+8,231
239
$3.1M 0.1%
24,185
+11,064
240
$3.09M 0.1%
40,336
-11,611
241
$3.09M 0.1%
29,816
+22,428
242
$3.08M 0.09%
12,513
+8,567
243
$3.08M 0.09%
118,794
+5,219
244
$3.06M 0.09%
78,998
+2,984
245
$3.05M 0.09%
110,007
-12,111
246
$3.04M 0.09%
24,429
+2,789
247
$3.04M 0.09%
13,047
+179
248
$3.02M 0.09%
17,683
-945
249
$3M 0.09%
170,298
+5,848
250
$2.99M 0.09%
31,187
+633
8 9
10
11 12