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
2976
$3.39K ﹤0.01%
693
2977
$3.39K ﹤0.01%
+17
2978
$3.39K ﹤0.01%
+116
2979
$3.37K ﹤0.01%
20
-199
2980
$3.35K ﹤0.01%
+78
2981
$3.33K ﹤0.01%
+2,850
2982
$3.29K ﹤0.01%
41
2983
$3.29K ﹤0.01%
60
-7
2984
$3.28K ﹤0.01%
22
+20
2985
$3.28K ﹤0.01%
297
2986
$3.26K ﹤0.01%
+1,000
2987
$3.24K ﹤0.01%
+278
2988
$3.24K ﹤0.01%
100
-50
2989
$3.23K ﹤0.01%
36
-9
2990
$3.22K ﹤0.01%
111
2991
$3.21K ﹤0.01%
50
2992
$3.2K ﹤0.01%
6,600
+6,000
2993
$3.19K ﹤0.01%
36
+33
2994
$3.19K ﹤0.01%
88
-183
2995
$3.17K ﹤0.01%
108
2996
$3.16K ﹤0.01%
62
2997
$3.14K ﹤0.01%
324
2998
$3.13K ﹤0.01%
851
+761
2999
$3.12K ﹤0.01%
58
+52
3000
$3.1K ﹤0.01%
42
118 119
120
121 122