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
2476
$13.1K ﹤0.01%
526
2477
$13.1K ﹤0.01%
315
+60
2478
$13.1K ﹤0.01%
174
-1
2479
$13.1K ﹤0.01%
335
2480
$13.1K ﹤0.01%
283
2481
$13.1K ﹤0.01%
423
+11
2482
$13.1K ﹤0.01%
258
+174
2483
$13.1K ﹤0.01%
1,400
-203
2484
$13K ﹤0.01%
5,000
+4,500
2485
$12.9K ﹤0.01%
700
2486
$12.9K ﹤0.01%
525
+100
2487
$12.9K ﹤0.01%
141
+97
2488
$12.8K ﹤0.01%
1,000
2489
$12.8K ﹤0.01%
670
2490
$12.8K ﹤0.01%
1,365
2491
$12.7K ﹤0.01%
1,065
2492
$12.7K ﹤0.01%
151
+61
2493
$12.7K ﹤0.01%
1,095
-3
2494
$12.7K ﹤0.01%
1,105
2495
$12.7K ﹤0.01%
+251
2496
$12.7K ﹤0.01%
886
-55
2497
$12.7K ﹤0.01%
+10,000
2498
$12.7K ﹤0.01%
1,928
+1,925
2499
$12.7K ﹤0.01%
32
+7
2500
$12.7K ﹤0.01%
500
98 99
100
101 102