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
526
$1.12M 0.03%
17,050
+13,159
527
$1.11M 0.03%
44,328
+625
528
$1.1M 0.03%
1,665
-1,250
529
$1.1M 0.03%
3,632
-176
530
$1.1M 0.03%
3,715
+100
531
$1.09M 0.03%
22,533
-3,656
532
$1.09M 0.03%
7,023
+658
533
$1.09M 0.03%
21,667
+7,544
534
$1.08M 0.03%
47,344
+2,589
535
$1.08M 0.03%
+44,609
536
$1.07M 0.03%
9,193
+1,470
537
$1.07M 0.03%
26,143
-2,463
538
$1.07M 0.03%
91,642
-11,919
539
$1.06M 0.03%
12,807
+716
540
$1.06M 0.03%
5,761
+3,659
541
$1.06M 0.03%
11,084
-621
542
$1.05M 0.03%
5,090
+724
543
$1.05M 0.03%
3,338
-79
544
$1.04M 0.03%
4,418
+842
545
$1.03M 0.03%
+20,894
546
$1.02M 0.03%
12,670
+7,130
547
$1.01M 0.03%
41,877
-247
548
$1.01M 0.03%
19,873
-203
549
$1M 0.03%
29,860
-61,305
550
$1,000K 0.03%
28,000
-2,285
20 21
22
23 24