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
426
$1.54M 0.05%
23,997
-220
427
$1.54M 0.05%
41,660
-562
428
$1.53M 0.05%
24,742
+21,250
429
$1.53M 0.05%
24,281
+5,694
430
$1.52M 0.05%
62,578
+3,510
431
$1.51M 0.05%
14,318
-720
432
$1.51M 0.05%
11,124
-1,353
433
$1.51M 0.05%
8,814
+7,900
434
$1.5M 0.05%
33,250
-3,005
435
$1.49M 0.05%
3,207
+24
436
$1.49M 0.05%
64,752
-2,326
437
$1.49M 0.05%
9,324
+4,271
438
$1.49M 0.05%
9,242
-680
439
$1.49M 0.05%
1,506
+1,126
440
$1.49M 0.05%
10,881
-1,306
441
$1.49M 0.05%
18,095
+754
442
$1.49M 0.05%
66,693
-3,272
443
$1.48M 0.05%
25,804
-935
444
$1.48M 0.05%
62,728
+9,806
445
$1.47M 0.05%
43,220
+1,678
446
$1.47M 0.05%
13,121
-209
447
$1.47M 0.05%
8,594
-4,398
448
$1.46M 0.05%
13,408
+430
449
$1.46M 0.05%
28,216
+13,340
450
$1.45M 0.04%
6,657
-1,266
16 17
18
19 20