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
251
$2.99M 0.09%
76,015
+3,403
252
$2.99M 0.09%
105,118
+5,872
253
$2.98M 0.09%
150,512
+19,979
254
$2.97M 0.09%
78,445
+7,431
255
$2.96M 0.09%
55,554
-6,833
256
$2.96M 0.09%
11,027
+1,294
257
$2.95M 0.09%
40,486
+6,009
258
$2.95M 0.09%
19,649
+992
259
$2.95M 0.09%
144,467
+1,483
260
$2.94M 0.09%
5,913
-1,595
261
$2.94M 0.09%
58,508
-718
262
$2.93M 0.09%
14,642
-6,088
263
$2.92M 0.09%
+119,146
264
$2.89M 0.09%
10,760
+5,924
265
$2.88M 0.09%
63,976
+18,425
266
$2.88M 0.09%
46,357
-20,370
267
$2.88M 0.09%
40,056
-8,822
268
$2.87M 0.09%
185,204
+176,004
269
$2.86M 0.09%
15,206
-3,971
270
$2.86M 0.09%
44,281
+8,834
271
$2.84M 0.09%
61,665
-161
272
$2.83M 0.09%
38,669
+35,811
273
$2.83M 0.09%
12,214
+7,123
274
$2.82M 0.09%
23,131
-414
275
$2.8M 0.09%
26,369
-4,051
9 10
11
12 13