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
2551
$10.9K ﹤0.01%
851
-657
2552
$10.9K ﹤0.01%
521
+46
2553
$10.9K ﹤0.01%
150
2554
$10.8K ﹤0.01%
476
-1,056
2555
$10.8K ﹤0.01%
+200
2556
$10.7K ﹤0.01%
363
2557
$10.7K ﹤0.01%
440
+100
2558
$10.7K ﹤0.01%
499
2559
$10.6K ﹤0.01%
691
-3,308
2560
$10.6K ﹤0.01%
300
-500
2561
$10.6K ﹤0.01%
273
2562
$10.6K ﹤0.01%
459
2563
$10.6K ﹤0.01%
7,083
-33,333
2564
$10.5K ﹤0.01%
+345
2565
$10.5K ﹤0.01%
86
2566
$10.4K ﹤0.01%
1,000
2567
$10.4K ﹤0.01%
246
-17
2568
$10.3K ﹤0.01%
+2,000
2569
$10.3K ﹤0.01%
238
-79
2570
$10.2K ﹤0.01%
330
+2
2571
$10.2K ﹤0.01%
500
-533
2572
$10.2K ﹤0.01%
326
-171
2573
$10.2K ﹤0.01%
300
-2,000
2574
$10.1K ﹤0.01%
228
2575
$10K ﹤0.01%
403
+350
101 102
103
104 105