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
301
$2.53M 0.08%
33,711
+6,468
302
$2.53M 0.08%
48,321
+422
303
$2.52M 0.08%
44,708
+985
304
$2.52M 0.08%
60,289
-5,308
305
$2.51M 0.08%
8,190
-395
306
$2.49M 0.08%
97,335
+6,453
307
$2.48M 0.08%
42,515
-3,234
308
$2.47M 0.08%
16,079
-4,806
309
$2.46M 0.08%
28,759
+23,975
310
$2.44M 0.08%
26,053
+10,329
311
$2.42M 0.07%
67,874
+3,086
312
$2.42M 0.07%
22,080
+10,934
313
$2.4M 0.07%
52,235
+6,766
314
$2.4M 0.07%
10,349
+807
315
$2.39M 0.07%
4,047
+127
316
$2.38M 0.07%
62,326
-15,392
317
$2.38M 0.07%
39,624
+6,897
318
$2.38M 0.07%
3,868
-93
319
$2.36M 0.07%
110,130
+2,112
320
$2.36M 0.07%
19,128
+11,910
321
$2.36M 0.07%
13,442
-2,081
322
$2.36M 0.07%
17,046
+9,162
323
$2.34M 0.07%
34,009
+7,632
324
$2.33M 0.07%
31,612
+1,517
325
$2.32M 0.07%
17,488
-1,134
11 12
13
14 15