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
501
$1.24M 0.04%
24,754
+10,568
502
$1.24M 0.04%
1,838
-569
503
$1.23M 0.04%
22,399
-1,519
504
$1.23M 0.04%
33,237
+16,708
505
$1.23M 0.04%
9,283
-373
506
$1.22M 0.04%
39,280
+34,463
507
$1.21M 0.04%
32,574
-3,300
508
$1.2M 0.04%
7,494
+663
509
$1.2M 0.04%
33,537
+2,863
510
$1.19M 0.04%
41,244
-2,656
511
$1.19M 0.04%
16,690
-2,328
512
$1.19M 0.04%
31,866
-1,250
513
$1.17M 0.04%
12,624
-1,396
514
$1.17M 0.04%
8,851
-246
515
$1.17M 0.04%
48,844
+27,724
516
$1.17M 0.04%
22,791
+7,449
517
$1.16M 0.04%
20,768
+166
518
$1.15M 0.04%
47,731
+746
519
$1.15M 0.04%
23,080
+8,839
520
$1.14M 0.04%
11,058
+9,382
521
$1.14M 0.04%
30,149
-347
522
$1.14M 0.04%
55,799
+8
523
$1.14M 0.04%
15,488
+321
524
$1.13M 0.03%
25,737
+642
525
$1.12M 0.03%
18,392
-1,310
19 20
21
22 23