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
3251
$1.43K ﹤0.01%
41
-3
3252
$1.42K ﹤0.01%
102
3253
$1.42K ﹤0.01%
60
-17
3254
$1.42K ﹤0.01%
13
3255
$1.42K ﹤0.01%
100
-169
3256
$1.41K ﹤0.01%
65
3257
$1.41K ﹤0.01%
227
-89
3258
$1.4K ﹤0.01%
250
-60
3259
$1.4K ﹤0.01%
46
-15
3260
$1.39K ﹤0.01%
17
+4
3261
$1.39K ﹤0.01%
+39
3262
$1.38K ﹤0.01%
28
3263
$1.37K ﹤0.01%
600
3264
$1.36K ﹤0.01%
39
-84
3265
$1.36K ﹤0.01%
449
+88
3266
$1.35K ﹤0.01%
36
-5
3267
$1.35K ﹤0.01%
36
3268
$1.35K ﹤0.01%
43
3269
$1.34K ﹤0.01%
88
3270
$1.34K ﹤0.01%
1,250
3271
$1.34K ﹤0.01%
100
-12
3272
$1.34K ﹤0.01%
165
3273
$1.33K ﹤0.01%
5
+4
3274
$1.31K ﹤0.01%
13
3275
$1.31K ﹤0.01%
+245
129 130
131
132 133