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
276
$2.8M 0.09%
5,658
+3,484
277
$2.78M 0.09%
77,924
+11,080
278
$2.77M 0.09%
127,405
+3,688
279
$2.77M 0.09%
77,468
-5,300
280
$2.77M 0.09%
33,858
+14,727
281
$2.75M 0.08%
123,052
-3,366
282
$2.74M 0.08%
20,860
-3,908
283
$2.74M 0.08%
35,782
+4,528
284
$2.73M 0.08%
56,586
-919
285
$2.71M 0.08%
73,259
+1,233
286
$2.7M 0.08%
124,394
+30,374
287
$2.69M 0.08%
5,285
-85
288
$2.68M 0.08%
54,331
-671
289
$2.67M 0.08%
7,641
-72
290
$2.67M 0.08%
44,322
-2,942
291
$2.65M 0.08%
44,893
-2,244
292
$2.64M 0.08%
89,026
-4,171
293
$2.62M 0.08%
29,164
+1,983
294
$2.58M 0.08%
51,943
+3,847
295
$2.58M 0.08%
225,672
+53,492
296
$2.57M 0.08%
74,943
+10,734
297
$2.57M 0.08%
13,669
+15
298
$2.56M 0.08%
47,191
+2,062
299
$2.54M 0.08%
129,286
+9,911
300
$2.54M 0.08%
19,849
+3,831
10 11
12
13 14