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
401
$1.68M 0.05%
33,230
-29,937
402
$1.66M 0.05%
41,391
-4,844
403
$1.66M 0.05%
49,311
+49,180
404
$1.64M 0.05%
9,946
-87
405
$1.64M 0.05%
15,686
+10,984
406
$1.62M 0.05%
69,785
-2,658
407
$1.62M 0.05%
54,217
-3,149
408
$1.62M 0.05%
26,500
-1,093
409
$1.61M 0.05%
16,220
+6,638
410
$1.6M 0.05%
69,103
-2,579
411
$1.6M 0.05%
59,729
412
$1.6M 0.05%
42,537
+4,284
413
$1.6M 0.05%
68,864
414
$1.59M 0.05%
11,807
+1,297
415
$1.58M 0.05%
41,261
-5,169
416
$1.58M 0.05%
39,611
+7,029
417
$1.58M 0.05%
37,469
-6,448
418
$1.58M 0.05%
23,256
+1,843
419
$1.57M 0.05%
9,114
-817
420
$1.57M 0.05%
18,044
-992
421
$1.57M 0.05%
7,935
+759
422
$1.56M 0.05%
3,330
-4,139
423
$1.56M 0.05%
5,116
+281
424
$1.55M 0.05%
46,545
+5,068
425
$1.54M 0.05%
9,330
-517
15 16
17
18 19