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
2501
$12.6K ﹤0.01%
312
2502
$12.6K ﹤0.01%
318
+115
2503
$12.6K ﹤0.01%
300
2504
$12.5K ﹤0.01%
618
-750
2505
$12.4K ﹤0.01%
+500
2506
$12.4K ﹤0.01%
103
2507
$12.3K ﹤0.01%
372
-1,591
2508
$12.3K ﹤0.01%
379
+1
2509
$12.2K ﹤0.01%
321
+300
2510
$12.2K ﹤0.01%
+1,622
2511
$12.2K ﹤0.01%
150
-2
2512
$12.2K ﹤0.01%
277
2513
$12.2K ﹤0.01%
209
+18
2514
$12.2K ﹤0.01%
48
2515
$12.1K ﹤0.01%
303
-203
2516
$12.1K ﹤0.01%
387
2517
$12.1K ﹤0.01%
618
-149
2518
$12.1K ﹤0.01%
229
-94
2519
$12K ﹤0.01%
305
2520
$12K ﹤0.01%
86
+14
2521
$11.9K ﹤0.01%
200
2522
$11.9K ﹤0.01%
700
2523
$11.9K ﹤0.01%
36
+8
2524
$11.8K ﹤0.01%
278
+15
2525
$11.8K ﹤0.01%
2,522
+2,200
99 100
101
102 103