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
2851
$4.85K ﹤0.01%
53
2852
$4.85K ﹤0.01%
391
+100
2853
$4.84K ﹤0.01%
98
2854
$4.83K ﹤0.01%
+165
2855
$4.81K ﹤0.01%
1,000
2856
$4.8K ﹤0.01%
202
2857
$4.79K ﹤0.01%
29
+8
2858
$4.79K ﹤0.01%
200
-1
2859
$4.78K ﹤0.01%
+725
2860
$4.78K ﹤0.01%
104
2861
$4.77K ﹤0.01%
61
2862
$4.76K ﹤0.01%
181
+24
2863
$4.72K ﹤0.01%
24
+13
2864
$4.71K ﹤0.01%
2,223
2865
$4.67K ﹤0.01%
4,900
2866
$4.67K ﹤0.01%
+7,700
2867
$4.66K ﹤0.01%
+4
2868
$4.66K ﹤0.01%
514
2869
$4.62K ﹤0.01%
292
-83
2870
$4.61K ﹤0.01%
42
+17
2871
$4.6K ﹤0.01%
500
2872
$4.59K ﹤0.01%
21
+6
2873
$4.59K ﹤0.01%
+24
2874
$4.58K ﹤0.01%
196
2875
$4.57K ﹤0.01%
100
113 114
115
116 117