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
2726
$6.59K ﹤0.01%
141
-28
2727
$6.59K ﹤0.01%
45
+18
2728
$6.57K ﹤0.01%
491
-15
2729
$6.57K ﹤0.01%
6,500
2730
$6.56K ﹤0.01%
457
2731
$6.54K ﹤0.01%
243
+25
2732
$6.52K ﹤0.01%
97
-7
2733
$6.5K ﹤0.01%
609
2734
$6.45K ﹤0.01%
233
-8
2735
$6.44K ﹤0.01%
96
-9
2736
$6.39K ﹤0.01%
1,988
2737
$6.36K ﹤0.01%
+246
2738
$6.36K ﹤0.01%
900
-1,100
2739
$6.33K ﹤0.01%
300
-1,012
2740
$6.32K ﹤0.01%
78
+52
2741
$6.32K ﹤0.01%
69
2742
$6.31K ﹤0.01%
35
+6
2743
$6.29K ﹤0.01%
123
+77
2744
$6.25K ﹤0.01%
123
+11
2745
$6.24K ﹤0.01%
97
-1
2746
$6.24K ﹤0.01%
420
-3,400
2747
$6.22K ﹤0.01%
93
+41
2748
$6.2K ﹤0.01%
+143
2749
$6.13K ﹤0.01%
249
2750
$6.13K ﹤0.01%
533
-3,963
108 109
110
111 112