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
2951
$3.67K ﹤0.01%
696
+100
2952
$3.67K ﹤0.01%
140
2953
$3.66K ﹤0.01%
+107
2954
$3.65K ﹤0.01%
444
+126
2955
$3.65K ﹤0.01%
247
-21
2956
$3.65K ﹤0.01%
262
2957
$3.65K ﹤0.01%
172
2958
$3.65K ﹤0.01%
48
-1
2959
$3.63K ﹤0.01%
720
-24
2960
$3.6K ﹤0.01%
1,178
-312
2961
$3.6K ﹤0.01%
279
2962
$3.54K ﹤0.01%
404
+175
2963
$3.54K ﹤0.01%
20
2964
$3.52K ﹤0.01%
67
+66
2965
$3.5K ﹤0.01%
243
+236
2966
$3.5K ﹤0.01%
170
2967
$3.49K ﹤0.01%
136
2968
$3.49K ﹤0.01%
88
2969
$3.46K ﹤0.01%
114
-14
2970
$3.45K ﹤0.01%
129
-67
2971
$3.44K ﹤0.01%
562
2972
$3.42K ﹤0.01%
66
+11
2973
$3.42K ﹤0.01%
+8,713
2974
$3.39K ﹤0.01%
63
+34
2975
$3.39K ﹤0.01%
3,000
-2,000
117 118
119
120 121