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
476
$1.31M 0.04%
41,819
-7,652
477
$1.3M 0.04%
44,294
+23,784
478
$1.3M 0.04%
27,552
+12,941
479
$1.3M 0.04%
2,664
-92
480
$1.3M 0.04%
12,506
-3,993
481
$1.29M 0.04%
21,794
-3,273
482
$1.29M 0.04%
21,066
+820
483
$1.29M 0.04%
56,769
-1,154
484
$1.29M 0.04%
35,804
-307,505
485
$1.28M 0.04%
39,987
-1,844
486
$1.28M 0.04%
59,908
-494
487
$1.28M 0.04%
17,993
-34,542
488
$1.27M 0.04%
35,633
+199
489
$1.27M 0.04%
54,710
-2,773
490
$1.27M 0.04%
26,488
+865
491
$1.26M 0.04%
18,109
-418
492
$1.26M 0.04%
3,435
-46
493
$1.26M 0.04%
4,711
-942
494
$1.26M 0.04%
64,470
+202
495
$1.26M 0.04%
5,479
-2,596
496
$1.25M 0.04%
26,726
+26,087
497
$1.24M 0.04%
12,457
+486
498
$1.24M 0.04%
2,197
+126
499
$1.24M 0.04%
+40,866
500
$1.24M 0.04%
25,651
+680
18 19
20
21 22