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
576
$936K 0.03%
23,438
+8,671
577
$935K 0.03%
8,504
+571
578
$932K 0.03%
1,925
+99
579
$926K 0.03%
3,095
+411
580
$923K 0.03%
6,043
+610
581
$923K 0.03%
2,738
-45
582
$914K 0.03%
46,144
-136,866
583
$913K 0.03%
29,358
+1,131
584
$908K 0.03%
37,759
+10,872
585
$900K 0.03%
6,956
586
$898K 0.03%
26,067
+9,993
587
$898K 0.03%
30,515
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588
$895K 0.03%
+17,797
589
$893K 0.03%
+17,668
590
$892K 0.03%
20,317
-3,345
591
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4,364
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592
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8,973
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5,960
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594
$865K 0.03%
21,804
-13,025
595
$864K 0.03%
18,380
+2,479
596
$864K 0.03%
4,912
+248
597
$861K 0.03%
18,867
-4,896
598
$856K 0.03%
31,995
+316
599
$849K 0.03%
7,593
-549
600
$842K 0.03%
20,840
+20,420
22 23
24
25 26