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
2926
$3.91K ﹤0.01%
100
-1,500
2927
$3.9K ﹤0.01%
500
+167
2928
$3.9K ﹤0.01%
2,000
2929
$3.9K ﹤0.01%
100
2930
$3.89K ﹤0.01%
503
2931
$3.88K ﹤0.01%
34
+9
2932
$3.86K ﹤0.01%
+53
2933
$3.86K ﹤0.01%
+109
2934
$3.85K ﹤0.01%
+500
2935
$3.84K ﹤0.01%
135
2936
$3.83K ﹤0.01%
100
-155
2937
$3.83K ﹤0.01%
46
-242
2938
$3.83K ﹤0.01%
1,037
+289
2939
$3.83K ﹤0.01%
140
2940
$3.81K ﹤0.01%
273
-1,773
2941
$3.79K ﹤0.01%
7,900
2942
$3.79K ﹤0.01%
104
+68
2943
$3.79K ﹤0.01%
146
2944
$3.78K ﹤0.01%
132
2945
$3.74K ﹤0.01%
+636
2946
$3.73K ﹤0.01%
590
2947
$3.72K ﹤0.01%
135
2948
$3.72K ﹤0.01%
173
-2
2949
$3.72K ﹤0.01%
135
-156
2950
$3.67K ﹤0.01%
111
-32
116 117
118
119 120