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
376
$1.81M 0.06%
18,209
-12,396
377
$1.81M 0.06%
84,235
+12,238
378
$1.8M 0.06%
8,698
+8,627
379
$1.79M 0.06%
8,120
+478
380
$1.79M 0.06%
48,618
-998
381
$1.79M 0.06%
41,097
-930
382
$1.78M 0.05%
53,454
-15,994
383
$1.78M 0.05%
10,438
+194
384
$1.76M 0.05%
29,425
+22,244
385
$1.76M 0.05%
22,441
+478
386
$1.76M 0.05%
85,704
+9,019
387
$1.75M 0.05%
26,844
+14,624
388
$1.75M 0.05%
11,111
+5,328
389
$1.75M 0.05%
8,337
+5,209
390
$1.74M 0.05%
7,149
+376
391
$1.74M 0.05%
34,335
+6,879
392
$1.72M 0.05%
51,738
-17,174
393
$1.71M 0.05%
29,176
-26,908
394
$1.71M 0.05%
64,347
+4,392
395
$1.7M 0.05%
84,846
-3,296
396
$1.7M 0.05%
2,506
-1,374
397
$1.7M 0.05%
39,219
+3,980
398
$1.7M 0.05%
30,853
-11,309
399
$1.69M 0.05%
61,671
+3,898
400
$1.68M 0.05%
16,675
+8,570
14 15
16
17 18