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
651
$708K 0.02%
21,625
+1,272
652
$708K 0.02%
8,673
+2,541
653
$708K 0.02%
3,718
+1,627
654
$706K 0.02%
16,727
+3,123
655
$701K 0.02%
25,534
+16,261
656
$696K 0.02%
11,807
+190
657
$693K 0.02%
16,755
+11,870
658
$693K 0.02%
161,921
+83,481
659
$692K 0.02%
8,183
-1,994
660
$692K 0.02%
12,639
+2,595
661
$691K 0.02%
5,666
-7
662
$691K 0.02%
18,331
+138
663
$690K 0.02%
15,801
-9,263
664
$690K 0.02%
27,597
+5,875
665
$689K 0.02%
3,352
+242
666
$687K 0.02%
10,804
-1,002
667
$686K 0.02%
7,521
+2,867
668
$683K 0.02%
9,146
-347
669
$680K 0.02%
4,094
+359
670
$678K 0.02%
10,675
+279
671
$676K 0.02%
26,721
-2,549
672
$675K 0.02%
14,192
+334
673
$675K 0.02%
4,631
-390
674
$674K 0.02%
29,306
+5,404
675
$669K 0.02%
2,862
+355
25 26
27
28 29