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
751
$524K 0.02%
+10,600
752
$522K 0.02%
4,682
+2,682
753
$522K 0.02%
9,766
+1,611
754
$521K 0.02%
5,564
+6
755
$518K 0.02%
10,347
-1,895
756
$516K 0.02%
20,204
+5,744
757
$515K 0.02%
8,374
+156
758
$513K 0.02%
23,277
-53
759
$513K 0.02%
4,728
+19
760
$511K 0.02%
12,994
+8,682
761
$510K 0.02%
20,194
-5,412
762
$508K 0.02%
16,020
763
$506K 0.02%
29,114
+1,375
764
$505K 0.02%
13,474
-498
765
$505K 0.02%
15,612
-11,391
766
$505K 0.02%
9,559
+1,570
767
$504K 0.02%
13,153
768
$503K 0.02%
9,827
+697
769
$500K 0.02%
6,125
+157
770
$499K 0.02%
16,316
771
$498K 0.02%
13,529
+470
772
$497K 0.02%
12,611
+28
773
$496K 0.02%
9,224
+275
774
$494K 0.02%
5,622
+84
775
$492K 0.02%
1,470
+165
29 30
31
32 33