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
2626
$8.73K ﹤0.01%
122
+39
2627
$8.7K ﹤0.01%
175
2628
$8.7K ﹤0.01%
301
-3
2629
$8.7K ﹤0.01%
203
-240
2630
$8.64K ﹤0.01%
1,470
+1,270
2631
$8.58K ﹤0.01%
156
-136
2632
$8.58K ﹤0.01%
409
2633
$8.56K ﹤0.01%
900
2634
$8.5K ﹤0.01%
104
2635
$8.49K ﹤0.01%
856
+855
2636
$8.47K ﹤0.01%
276
2637
$8.47K ﹤0.01%
756
2638
$8.47K ﹤0.01%
557
2639
$8.44K ﹤0.01%
307
2640
$8.4K ﹤0.01%
233
2641
$8.36K ﹤0.01%
248
+28
2642
$8.34K ﹤0.01%
118
-4,013
2643
$8.33K ﹤0.01%
51
-3
2644
$8.3K ﹤0.01%
1,314
-1,355
2645
$8.29K ﹤0.01%
200
2646
$8.28K ﹤0.01%
253
2647
$8.26K ﹤0.01%
+634
2648
$8.24K ﹤0.01%
99
+41
2649
$8.22K ﹤0.01%
142
+80
2650
$8.21K ﹤0.01%
461
-15
104 105
106
107 108