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
2751
$6.13K ﹤0.01%
192
2752
$6.11K ﹤0.01%
94
-36
2753
$6.1K ﹤0.01%
193
2754
$6.07K ﹤0.01%
150
+149
2755
$6.05K ﹤0.01%
+7
2756
$6.04K ﹤0.01%
+1,000
2757
$6.03K ﹤0.01%
53
+12
2758
$6.02K ﹤0.01%
1,158
+25
2759
$5.98K ﹤0.01%
+283
2760
$5.97K ﹤0.01%
88
-4
2761
$5.97K ﹤0.01%
157
-293
2762
$5.96K ﹤0.01%
291
2763
$5.96K ﹤0.01%
68
+65
2764
$5.96K ﹤0.01%
197
+143
2765
$5.95K ﹤0.01%
251
+248
2766
$5.95K ﹤0.01%
152
+143
2767
$5.94K ﹤0.01%
+984
2768
$5.94K ﹤0.01%
+1,000
2769
$5.89K ﹤0.01%
66
-26
2770
$5.89K ﹤0.01%
460
-35
2771
$5.88K ﹤0.01%
300
2772
$5.88K ﹤0.01%
921
2773
$5.87K ﹤0.01%
154
-15
2774
$5.86K ﹤0.01%
54
+2
2775
$5.84K ﹤0.01%
450
109 110
111
112 113