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
3151
$1.96K ﹤0.01%
106
3152
$1.95K ﹤0.01%
213
3153
$1.95K ﹤0.01%
26
-343
3154
$1.93K ﹤0.01%
100
-404
3155
$1.93K ﹤0.01%
352
-1,031
3156
$1.92K ﹤0.01%
109
3157
$1.91K ﹤0.01%
12
+4
3158
$1.9K ﹤0.01%
38
3159
$1.9K ﹤0.01%
11
3160
$1.9K ﹤0.01%
51
+43
3161
$1.89K ﹤0.01%
64
3162
$1.88K ﹤0.01%
+170
3163
$1.86K ﹤0.01%
+250
3164
$1.85K ﹤0.01%
+85
3165
$1.85K ﹤0.01%
90
3166
$1.84K ﹤0.01%
230
3167
$1.84K ﹤0.01%
96
+1
3168
$1.83K ﹤0.01%
56
3169
$1.82K ﹤0.01%
44
3170
$1.82K ﹤0.01%
668
+585
3171
– –
0
3172
$1.81K ﹤0.01%
36
3173
$1.8K ﹤0.01%
66
+8
3174
$1.8K ﹤0.01%
71
+7
3175
$1.8K ﹤0.01%
171
-171
125 126
127
128 129