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
2876
$4.57K ﹤0.01%
+162
2877
$4.56K ﹤0.01%
10,000
2878
$4.55K ﹤0.01%
115
2879
$4.54K ﹤0.01%
147
2880
$4.54K ﹤0.01%
133
2881
$4.52K ﹤0.01%
192
+147
2882
$4.5K ﹤0.01%
400
+6
2883
$4.48K ﹤0.01%
56
+46
2884
$4.47K ﹤0.01%
245
2885
$4.45K ﹤0.01%
119
2886
$4.45K ﹤0.01%
155
2887
$4.44K ﹤0.01%
201
+178
2888
$4.44K ﹤0.01%
+142
2889
$4.43K ﹤0.01%
5,000
2890
$4.42K ﹤0.01%
75
2891
$4.42K ﹤0.01%
76
-29
2892
$4.41K ﹤0.01%
71
2893
$4.4K ﹤0.01%
362
+25
2894
$4.39K ﹤0.01%
500
2895
$4.39K ﹤0.01%
958
2896
$4.37K ﹤0.01%
36
+20
2897
$4.37K ﹤0.01%
207
+2
2898
$4.32K ﹤0.01%
441
-3
2899
$4.26K ﹤0.01%
113
2900
$4.24K ﹤0.01%
172
+171
114 115
116
117 118