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
2901
$4.23K ﹤0.01%
1,500
2902
$4.17K ﹤0.01%
109
+33
2903
$4.17K ﹤0.01%
49
-61
2904
$4.14K ﹤0.01%
500
2905
$4.14K ﹤0.01%
32
-316
2906
$4.14K ﹤0.01%
11
-19
2907
$4.12K ﹤0.01%
+20
2908
$4.1K ﹤0.01%
+568
2909
$4.1K ﹤0.01%
+108
2910
$4.06K ﹤0.01%
55
2911
$4.05K ﹤0.01%
300
-188
2912
$4.04K ﹤0.01%
103
+52
2913
$4.03K ﹤0.01%
106
2914
$4.01K ﹤0.01%
82
2915
$4K ﹤0.01%
5,000
2916
$4K ﹤0.01%
+333
2917
$4K ﹤0.01%
182
2918
$3.98K ﹤0.01%
13
-17
2919
$3.98K ﹤0.01%
67
+8
2920
$3.98K ﹤0.01%
+199
2921
$3.97K ﹤0.01%
58
+1
2922
$3.95K ﹤0.01%
93
2923
$3.92K ﹤0.01%
+40
2924
$3.92K ﹤0.01%
72
-361
2925
$3.91K ﹤0.01%
112
115 116
117
118 119