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
676
$668K 0.02%
8,250
+49
677
$668K 0.02%
4,966
+463
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$667K 0.02%
12,771
+1,250
679
$667K 0.02%
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680
$667K 0.02%
27,391
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681
$664K 0.02%
9,452
+1,221
682
$663K 0.02%
30,841
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683
$660K 0.02%
21,812
-6,461
684
$659K 0.02%
1,782
+113
685
$657K 0.02%
14,161
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686
$656K 0.02%
8,930
-3,009
687
$656K 0.02%
34,957
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688
$655K 0.02%
24,135
-4,396
689
$654K 0.02%
15,384
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690
$654K 0.02%
24,526
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691
$654K 0.02%
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$652K 0.02%
10,353
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693
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13,336
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694
$649K 0.02%
13,555
-5,637
695
$649K 0.02%
1,024
+656
696
$649K 0.02%
6,297
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697
$645K 0.02%
2,191
-15
698
$641K 0.02%
12,759
+8,019
699
$640K 0.02%
329
-20
700
$640K 0.02%
5,685
+47
26 27
28
29 30