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
451
$1.45M 0.04%
13,311
+1,008
452
$1.42M 0.04%
56,586
+25,566
453
$1.42M 0.04%
31,465
-302
454
$1.42M 0.04%
6,916
-35
455
$1.41M 0.04%
60,264
-3,329
456
$1.41M 0.04%
53,372
+254
457
$1.4M 0.04%
9,572
+4,703
458
$1.4M 0.04%
26,986
-12,342
459
$1.39M 0.04%
15,314
+5,038
460
$1.39M 0.04%
12,531
+365
461
$1.38M 0.04%
9,630
+9,041
462
$1.37M 0.04%
13,078
+442
463
$1.37M 0.04%
25,221
+18,310
464
$1.37M 0.04%
68,357
+6,474
465
$1.36M 0.04%
4,822
+14
466
$1.35M 0.04%
14,955
+7,215
467
$1.35M 0.04%
28,873
-225,341
468
$1.33M 0.04%
7,462
-74
469
$1.33M 0.04%
25,159
+5,837
470
$1.33M 0.04%
24,072
-1,023
471
$1.32M 0.04%
7,526
+5,332
472
$1.32M 0.04%
3,013
-53
473
$1.32M 0.04%
70,455
-12,951
474
$1.31M 0.04%
10,323
-932
475
$1.31M 0.04%
22,476
+438
17 18
19
20 21