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
551
$998K 0.03%
23,720
+2,334
552
$995K 0.03%
5,773
-1,307
553
$990K 0.03%
258
+1
554
$979K 0.03%
2,626
+387
555
$977K 0.03%
71,656
+61,525
556
$976K 0.03%
17,174
+164
557
$975K 0.03%
48,286
558
$973K 0.03%
35,329
+3,228
559
$972K 0.03%
10,182
-12,747
560
$969K 0.03%
7,688
+440
561
$968K 0.03%
46,193
-6,735
562
$966K 0.03%
16,772
-211
563
$962K 0.03%
6,734
-295
564
$961K 0.03%
23,560
-8,068
565
$960K 0.03%
17,114
+11,570
566
$959K 0.03%
13,009
+943
567
$957K 0.03%
25,120
+1,140
568
$955K 0.03%
12,999
+12,596
569
$954K 0.03%
148,309
+148,303
570
$952K 0.03%
3,995
+17
571
$951K 0.03%
5,923
-474
572
$948K 0.03%
20,160
+9,522
573
$946K 0.03%
13,898
574
$945K 0.03%
7,150
+1,442
575
$945K 0.03%
94,202
+18,977
21 22
23
24 25