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
51
$11.5M 0.35%
344,275
+341,153
52
$11.2M 0.35%
45,720
+1,577
53
$11.2M 0.34%
52,881
+1,523
54
$10.9M 0.34%
87,653
+103
55
$10.9M 0.34%
506,186
+25,637
56
$10.8M 0.33%
98,188
-27,204
57
$10.8M 0.33%
301,868
+29,339
58
$10.6M 0.33%
196,338
-69,634
59
$10.6M 0.33%
166,794
+1,163
60
$10.5M 0.32%
62,509
+8,838
61
$10.3M 0.32%
202,850
+32,953
62
$10.3M 0.32%
135,900
+63,778
63
$10M 0.31%
58,159
+6,250
64
$9.94M 0.31%
27,129
-2,323
65
$9.78M 0.3%
48,366
+35,001
66
$9.59M 0.3%
56,300
+4,801
67
$9.59M 0.3%
396,183
+40,424
68
$9.49M 0.29%
162,680
+24,920
69
$9.44M 0.29%
90,304
+8,066
70
$9.38M 0.29%
210,330
-23,661
71
$9.17M 0.28%
209,259
-15,349
72
$8.98M 0.28%
17,138
+911
73
$8.95M 0.28%
53,421
+5,023
74
$8.78M 0.27%
41,916
-1,333
75
$8.77M 0.27%
348,871
+33,036
1 2
3
4 5