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
2651
$8.1K ﹤0.01%
2,812
+518
2652
$8.05K ﹤0.01%
401
2653
$8.04K ﹤0.01%
+133
2654
$7.99K ﹤0.01%
246
2655
$7.96K ﹤0.01%
559
+163
2656
$7.95K ﹤0.01%
232
+155
2657
$7.81K ﹤0.01%
183
+51
2658
$7.81K ﹤0.01%
210
+150
2659
$7.79K ﹤0.01%
90
-12
2660
$7.79K ﹤0.01%
257
+39
2661
$7.74K ﹤0.01%
205
2662
$7.72K ﹤0.01%
2,000
2663
$7.64K ﹤0.01%
700
2664
$7.64K ﹤0.01%
46
+7
2665
$7.61K ﹤0.01%
493
2666
$7.55K ﹤0.01%
163
+40
2667
$7.54K ﹤0.01%
215
2668
$7.54K ﹤0.01%
259
-30
2669
$7.52K ﹤0.01%
100
2670
$7.51K ﹤0.01%
200
2671
$7.51K ﹤0.01%
350
2672
$7.5K ﹤0.01%
1,000
2673
$7.47K ﹤0.01%
235
2674
$7.47K ﹤0.01%
172
+168
2675
$7.39K ﹤0.01%
81
+30
105 106
107
108 109