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
3101
$2.28K ﹤0.01%
478
+160
3102
$2.27K ﹤0.01%
369
-20
3103
$2.26K ﹤0.01%
13
+7
3104
$2.26K ﹤0.01%
2,000
3105
$2.25K ﹤0.01%
105
-1,925
3106
$2.25K ﹤0.01%
21
3107
$2.24K ﹤0.01%
415
-100
3108
$2.23K ﹤0.01%
+50
3109
$2.22K ﹤0.01%
+1,600
3110
$2.21K ﹤0.01%
10
3111
$2.21K ﹤0.01%
155
3112
$2.19K ﹤0.01%
300
+6
3113
$2.19K ﹤0.01%
73
-74
3114
$2.18K ﹤0.01%
395
3115
– –
0
3116
$2.18K ﹤0.01%
113
3117
$2.17K ﹤0.01%
30
+27
3118
$2.16K ﹤0.01%
308
-10,000
3119
$2.16K ﹤0.01%
74
-110
3120
$2.15K ﹤0.01%
17
3121
$2.15K ﹤0.01%
37
3122
– –
0
3123
$2.14K ﹤0.01%
48
+14
3124
$2.14K ﹤0.01%
95
-3
3125
$2.13K ﹤0.01%
41
123 124
125
126 127