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
626
$764K 0.02%
16,272
+2
627
$760K 0.02%
3,153
628
$755K 0.02%
6,787
+1,062
629
$752K 0.02%
18,389
-241
630
$750K 0.02%
20,056
-21,555
631
$746K 0.02%
25,978
+2,419
632
$744K 0.02%
2,156
+416
633
$738K 0.02%
23,853
+980
634
$738K 0.02%
3,551
-15
635
$732K 0.02%
22,690
+22,190
636
$732K 0.02%
23,606
+1,140
637
$727K 0.02%
8,527
+513
638
$726K 0.02%
15,513
+3,195
639
$723K 0.02%
32,788
+2,350
640
$722K 0.02%
+9,570
641
$722K 0.02%
8,485
+626
642
$718K 0.02%
9,338
+5,492
643
$718K 0.02%
88,407
-2,458
644
$717K 0.02%
2,905
645
$717K 0.02%
1,255
+43
646
$716K 0.02%
4,861
+345
647
$715K 0.02%
18,922
-22,753
648
$714K 0.02%
15,737
+783
649
$713K 0.02%
24,713
+6,843
650
$710K 0.02%
5,507
-87
24 25
26
27 28