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
26
$19.4M 0.6%
159,103
-4,101
27
$19.4M 0.6%
125,235
-10,213
28
$19.2M 0.59%
498,696
+11,503
29
$19.1M 0.59%
172,951
+6,302
30
$18.6M 0.57%
144,194
+55,562
31
$18.6M 0.57%
19,619
-736
32
$18.3M 0.57%
94,472
+41,414
33
$16.8M 0.52%
30,926
+24,172
34
$15.9M 0.49%
303,044
+32,155
35
$15.3M 0.47%
26,618
+3,993
36
$15.2M 0.47%
172,694
-5,721
37
$14.4M 0.44%
40,963
+1,679
38
$14.1M 0.44%
554,022
+548,323
39
$13.9M 0.43%
189,284
+7,134
40
$13.7M 0.42%
80,388
+9,836
41
$13.5M 0.42%
49,034
+1,033
42
$13.5M 0.42%
378,090
+354,702
43
$13.1M 0.4%
382,358
+377,910
44
$13.1M 0.4%
15,804
+1,813
45
$12.7M 0.39%
266,740
-31,742
46
$12.7M 0.39%
246,652
+162,185
47
$12.5M 0.39%
566,227
-4,223
48
$12.3M 0.38%
61,433
-1,207
49
$12.2M 0.38%
77,886
+17,519
50
$12.1M 0.37%
159,709
+182
1
2
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