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
3076
$2.47K ﹤0.01%
51
3077
$2.46K ﹤0.01%
327
+30
3078
$2.46K ﹤0.01%
125
-3,789
3079
$2.44K ﹤0.01%
156
3080
$2.44K ﹤0.01%
83
3081
$2.43K ﹤0.01%
500
3082
$2.43K ﹤0.01%
299
3083
$2.42K ﹤0.01%
+2,000
3084
$2.42K ﹤0.01%
7
3085
$2.41K ﹤0.01%
75
+27
3086
$2.4K ﹤0.01%
72
3087
$2.38K ﹤0.01%
15,750
+15,000
3088
$2.37K ﹤0.01%
131
3089
$2.36K ﹤0.01%
92
3090
$2.35K ﹤0.01%
120
+7
3091
$2.34K ﹤0.01%
48
3092
$2.34K ﹤0.01%
40
-35
3093
$2.34K ﹤0.01%
500
3094
$2.33K ﹤0.01%
77
+6
3095
$2.32K ﹤0.01%
+178
3096
– –
0
3097
$2.31K ﹤0.01%
261
3098
$2.31K ﹤0.01%
44
3099
$2.29K ﹤0.01%
39
3100
$2.29K ﹤0.01%
75
122 123
124
125 126