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
3326
$1.04K ﹤0.01%
30
3327
$1.04K ﹤0.01%
103
3328
$1.04K ﹤0.01%
146
3329
$1.03K ﹤0.01%
137
-234
3330
– –
-33
3331
$1.03K ﹤0.01%
77
3332
$1.02K ﹤0.01%
+500
3333
$1.02K ﹤0.01%
29,863
-6,912
3334
$1.02K ﹤0.01%
330
3335
$1.02K ﹤0.01%
+38
3336
$1K ﹤0.01%
201
-145
3337
$998 ﹤0.01%
69
3338
$998 ﹤0.01%
+30
3339
$991 ﹤0.01%
85
-95
3340
$987 ﹤0.01%
20
3341
$981 ﹤0.01%
98
3342
$966 ﹤0.01%
11
+7
3343
$961 ﹤0.01%
+131
3344
$957 ﹤0.01%
17
-14
3345
$937 ﹤0.01%
324
+299
3346
$931 ﹤0.01%
140
3347
$931 ﹤0.01%
12
3348
$922 ﹤0.01%
+5
3349
$921 ﹤0.01%
16
+10
3350
$912 ﹤0.01%
36
132 133
134
135 136