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
726
$575K 0.02%
22,081
+639
727
$575K 0.02%
27,399
+26,593
728
$573K 0.02%
4,420
+362
729
$573K 0.02%
9,412
-1,266
730
$566K 0.02%
19,429
-383
731
$564K 0.02%
3,818
+715
732
$560K 0.02%
9,337
-4,635
733
$560K 0.02%
1,919
+1,803
734
$560K 0.02%
2,101
+262
735
$556K 0.02%
54,331
-9,358
736
$555K 0.02%
25,371
+3,092
737
$555K 0.02%
14,168
-16,512
738
$553K 0.02%
16,638
+6,612
739
$552K 0.02%
24,921
+3,492
740
$547K 0.02%
21,565
+2,947
741
$542K 0.02%
2,062
-44
742
$540K 0.02%
9,038
-303
743
$538K 0.02%
21,889
744
$536K 0.02%
1,739
+884
745
$536K 0.02%
12,317
-79
746
$535K 0.02%
6,762
-91
747
$535K 0.02%
50,000
+9,997
748
$533K 0.02%
17,915
+2,061
749
$531K 0.02%
14,639
+6,267
750
$531K 0.02%
7,638
+3,407
28 29
30
31 32