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
3301
$1.16K ﹤0.01%
300
-51
3302
$1.16K ﹤0.01%
+9
3303
$1.15K ﹤0.01%
69
3304
$1.14K ﹤0.01%
35
3305
$1.14K ﹤0.01%
14
3306
$1.14K ﹤0.01%
+12
3307
$1.13K ﹤0.01%
5
-12
3308
$1.12K ﹤0.01%
45
3309
$1.11K ﹤0.01%
93
-335
3310
$1.11K ﹤0.01%
12
3311
$1.11K ﹤0.01%
+338
3312
$1.1K ﹤0.01%
90
3313
$1.09K ﹤0.01%
237
-7,559
3314
$1.08K ﹤0.01%
21
-48
3315
$1.08K ﹤0.01%
151
3316
$1.08K ﹤0.01%
25
3317
$1.07K ﹤0.01%
16
-1,012
3318
$1.07K ﹤0.01%
24
+21
3319
$1.07K ﹤0.01%
500
3320
$1.07K ﹤0.01%
180
3321
$1.06K ﹤0.01%
230
3322
$1.06K ﹤0.01%
60
3323
$1.06K ﹤0.01%
36
-7
3324
$1.06K ﹤0.01%
58
3325
$1.05K ﹤0.01%
20
131 132
133
134 135