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
776
$491K 0.02%
4,210
+143
777
$489K 0.02%
19,320
778
$488K 0.02%
1,842
+232
779
$487K 0.02%
14,250
780
$487K 0.02%
266
-7
781
$486K 0.02%
17,479
+2,593
782
$486K 0.02%
2,710
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783
$486K 0.02%
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784
$486K 0.02%
14,641
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785
$485K 0.01%
909
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786
$483K 0.01%
9,695
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787
$483K 0.01%
7,431
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788
$483K 0.01%
44,988
-13,726
789
$482K 0.01%
4,829
-810
790
$480K 0.01%
2,378
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791
$479K 0.01%
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$478K 0.01%
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793
$474K 0.01%
4,746
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794
$474K 0.01%
4,074
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795
$474K 0.01%
12,088
+116
796
$474K 0.01%
13,205
+2,179
797
$473K 0.01%
10,663
+344
798
$468K 0.01%
9,812
-2,352
799
$460K 0.01%
6,394
+2,667
800
$460K 0.01%
946
-19
30 31
32
33 34