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
2801
$5.51K ﹤0.01%
162
-25
2802
$5.49K ﹤0.01%
353
-800
2803
$5.45K ﹤0.01%
176
2804
$5.45K ﹤0.01%
103
+100
2805
$5.45K ﹤0.01%
9
+6
2806
$5.44K ﹤0.01%
242
+100
2807
$5.42K ﹤0.01%
1,875
-24
2808
$5.38K ﹤0.01%
64
2809
$5.37K ﹤0.01%
118
-1
2810
$5.36K ﹤0.01%
289
2811
$5.36K ﹤0.01%
200
+60
2812
$5.35K ﹤0.01%
196
-26
2813
$5.35K ﹤0.01%
47
2814
$5.35K ﹤0.01%
275
2815
$5.33K ﹤0.01%
350
-59
2816
$5.32K ﹤0.01%
92
+37
2817
$5.32K ﹤0.01%
100
2818
$5.32K ﹤0.01%
81
+43
2819
$5.32K ﹤0.01%
188
+119
2820
$5.28K ﹤0.01%
+108
2821
$5.28K ﹤0.01%
290
+263
2822
$5.27K ﹤0.01%
+124
2823
$5.26K ﹤0.01%
200
2824
$5.24K ﹤0.01%
116
2825
$5.23K ﹤0.01%
170
111 112
113
114 115