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
3001
$3.08K ﹤0.01%
52
+28
3002
$3.08K ﹤0.01%
373
+9
3003
$3.08K ﹤0.01%
750
-157
3004
$3.06K ﹤0.01%
254
3005
$3.05K ﹤0.01%
75
+74
3006
$3.05K ﹤0.01%
103
-333
3007
$3.05K ﹤0.01%
426
+94
3008
$3.04K ﹤0.01%
50,000
+49,800
3009
$3.04K ﹤0.01%
70
+25
3010
$3.03K ﹤0.01%
3,000
3011
$3.02K ﹤0.01%
16
-12
3012
$3K ﹤0.01%
124
3013
$2.98K ﹤0.01%
237
+26
3014
$2.98K ﹤0.01%
113
+57
3015
$2.98K ﹤0.01%
+121
3016
$2.98K ﹤0.01%
476
-1,524
3017
$2.97K ﹤0.01%
123
3018
$2.96K ﹤0.01%
+2,000
3019
$2.93K ﹤0.01%
486
-510
3020
$2.93K ﹤0.01%
131
3021
$2.92K ﹤0.01%
+94
3022
$2.92K ﹤0.01%
200
3023
– –
-37
3024
$2.9K ﹤0.01%
1
-7
3025
$2.89K ﹤0.01%
34
-2
119 120
121
122 123