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
3176
$1.79K ﹤0.01%
73
+39
3177
$1.78K ﹤0.01%
128
-18,309
3178
$1.78K ﹤0.01%
123
-176
3179
$1.77K ﹤0.01%
+21
3180
$1.77K ﹤0.01%
580
+490
3181
$1.75K ﹤0.01%
151
-7
3182
$1.74K ﹤0.01%
55
-35
3183
$1.73K ﹤0.01%
186
-91
3184
$1.73K ﹤0.01%
45
3185
$1.72K ﹤0.01%
164
+128
3186
$1.72K ﹤0.01%
1,000
3187
$1.72K ﹤0.01%
+127
3188
$1.71K ﹤0.01%
+118
3189
$1.71K ﹤0.01%
125
3190
$1.69K ﹤0.01%
23
3191
$1.69K ﹤0.01%
84
3192
$1.69K ﹤0.01%
11
3193
– –
0
3194
$1.68K ﹤0.01%
35
3195
$1.67K ﹤0.01%
+92
3196
$1.67K ﹤0.01%
20
3197
$1.67K ﹤0.01%
13
3198
$1.67K ﹤0.01%
32
3199
$1.66K ﹤0.01%
74
+72
3200
$1.66K ﹤0.01%
26
-4
126 127
128
129 130