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
326
$2.32M 0.07%
46,674
-9,070
327
$2.31M 0.07%
102,717
+95,636
328
$2.3M 0.07%
4,218
-117
329
$2.28M 0.07%
29,759
+6,562
330
$2.26M 0.07%
10,171
-4,790
331
$2.25M 0.07%
78,813
+20,840
332
$2.24M 0.07%
5,848
+112
333
$2.24M 0.07%
83,400
+4,857
334
$2.23M 0.07%
277,580
+6,448
335
$2.23M 0.07%
43,780
+324
336
$2.21M 0.07%
23,100
+3,000
337
$2.21M 0.07%
21,626
-24,516
338
$2.2M 0.07%
21,804
+69
339
$2.17M 0.07%
193,438
-38,205
340
$2.16M 0.07%
65,528
+2,422
341
$2.15M 0.07%
75,374
+9,238
342
$2.15M 0.07%
6,911
+809
343
$2.15M 0.07%
70,017
+6,643
344
$2.13M 0.07%
45,065
+41,256
345
$2.11M 0.07%
45,762
+447
346
$2.08M 0.06%
24,834
+20,419
347
$2.07M 0.06%
53,339
+640
348
$2.07M 0.06%
7,581
+724
349
$2.06M 0.06%
11,866
+4,129
350
$2.05M 0.06%
20,979
+568
12 13
14
15 16