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
2701
$6.99K ﹤0.01%
51
+39
2702
$6.98K ﹤0.01%
374
2703
$6.96K ﹤0.01%
881
2704
$6.94K ﹤0.01%
+7,000
2705
$6.91K ﹤0.01%
179
2706
$6.9K ﹤0.01%
848
+1
2707
$6.9K ﹤0.01%
107
-100
2708
$6.88K ﹤0.01%
80
2709
$6.87K ﹤0.01%
76
2710
$6.87K ﹤0.01%
+49
2711
$6.84K ﹤0.01%
287
2712
$6.82K ﹤0.01%
111
-51
2713
$6.79K ﹤0.01%
1,262
2714
$6.78K ﹤0.01%
122
+45
2715
$6.77K ﹤0.01%
+235
2716
$6.75K ﹤0.01%
169
-18
2717
$6.71K ﹤0.01%
149
-335
2718
$6.7K ﹤0.01%
157
+111
2719
$6.69K ﹤0.01%
533
-31
2720
$6.69K ﹤0.01%
214
2721
$6.65K ﹤0.01%
112
+86
2722
$6.63K ﹤0.01%
82
2723
$6.63K ﹤0.01%
101
+35
2724
$6.6K ﹤0.01%
97
2725
$6.59K ﹤0.01%
258
-20
107 108
109
110 111