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
3201
$1.66K ﹤0.01%
26
3202
$1.65K ﹤0.01%
8
-3
3203
$1.65K ﹤0.01%
32
3204
– –
0
3205
$1.65K ﹤0.01%
50
3206
– –
0
3207
$1.64K ﹤0.01%
26
-4
3208
$1.64K ﹤0.01%
27
3209
$1.63K ﹤0.01%
132
3210
– –
0
3211
$1.63K ﹤0.01%
+44
3212
$1.62K ﹤0.01%
49
+33
3213
$1.61K ﹤0.01%
76
+1
3214
$1.61K ﹤0.01%
+1,417
3215
$1.61K ﹤0.01%
13
+11
3216
$1.6K ﹤0.01%
121
-204
3217
$1.58K ﹤0.01%
28
3218
– –
-2,949
3219
$1.57K ﹤0.01%
53
3220
$1.57K ﹤0.01%
+174
3221
$1.57K ﹤0.01%
221
3222
$1.56K ﹤0.01%
53
3223
$1.55K ﹤0.01%
57
3224
$1.55K ﹤0.01%
+49
3225
$1.55K ﹤0.01%
+10
127 128
129
130 131