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
2526
$11.8K ﹤0.01%
169
-1
2527
$11.8K ﹤0.01%
374
2528
$11.8K ﹤0.01%
+268
2529
$11.8K ﹤0.01%
51
+10
2530
$11.7K ﹤0.01%
117
+99
2531
$11.7K ﹤0.01%
730
2532
$11.7K ﹤0.01%
8,000
+3,000
2533
$11.6K ﹤0.01%
737
-38
2534
$11.6K ﹤0.01%
+527
2535
$11.6K ﹤0.01%
464
-38
2536
$11.5K ﹤0.01%
624
2537
$11.5K ﹤0.01%
+289
2538
$11.5K ﹤0.01%
250
-50
2539
$11.5K ﹤0.01%
209
2540
$11.3K ﹤0.01%
669
2541
$11.3K ﹤0.01%
996
2542
$11.2K ﹤0.01%
1,241
+500
2543
$11.1K ﹤0.01%
382
+6
2544
$11.1K ﹤0.01%
519
2545
$11.1K ﹤0.01%
37
+9
2546
$11.1K ﹤0.01%
217
2547
$11.1K ﹤0.01%
480
-1,020
2548
$11.1K ﹤0.01%
127
-6
2549
$11K ﹤0.01%
86
+27
2550
$11K ﹤0.01%
2,000
+85
100 101
102
103 104