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
2601
$9.37K ﹤0.01%
3,524
-1,700
2602
$9.34K ﹤0.01%
147
-1,088
2603
$9.32K ﹤0.01%
416
+415
2604
$9.32K ﹤0.01%
545
2605
$9.25K ﹤0.01%
523
+3
2606
$9.22K ﹤0.01%
234
+6
2607
$9.2K ﹤0.01%
250
+242
2608
$9.19K ﹤0.01%
+280
2609
$9.18K ﹤0.01%
+200
2610
$9.18K ﹤0.01%
442
+345
2611
$9.16K ﹤0.01%
300
2612
$9.12K ﹤0.01%
300
-300
2613
$9.1K ﹤0.01%
93
2614
$9.06K ﹤0.01%
+1,000
2615
$9.05K ﹤0.01%
206
+13
2616
$9.03K ﹤0.01%
231
+75
2617
$9.02K ﹤0.01%
160
-114
2618
$8.96K ﹤0.01%
363
+2
2619
$8.83K ﹤0.01%
58
2620
$8.83K ﹤0.01%
+178
2621
$8.81K ﹤0.01%
270
2622
$8.8K ﹤0.01%
+1,800
2623
$8.77K ﹤0.01%
69
+41
2624
$8.74K ﹤0.01%
2,000
2625
$8.74K ﹤0.01%
245
-16
103 104
105
106 107