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
801
$459K 0.01%
4,635
+710
802
$458K 0.01%
8,546
-246
803
$457K 0.01%
11,785
-607
804
$455K 0.01%
1,876
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805
$454K 0.01%
7,370
+1,055
806
$451K 0.01%
1,774
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807
$450K 0.01%
5,058
-63
808
$450K 0.01%
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809
$449K 0.01%
2,773
-258
810
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14,159
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811
$446K 0.01%
6,278
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812
$444K 0.01%
2,689
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813
$444K 0.01%
3,068
-268
814
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4,635
+3,565
815
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2,899
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$442K 0.01%
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817
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8,044
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818
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1,023
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819
$439K 0.01%
6,466
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820
$439K 0.01%
6,195
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821
$438K 0.01%
17,492
-1,258
822
$438K 0.01%
6,598
-4,713
823
$436K 0.01%
34,158
-3,531
824
$432K 0.01%
2,465
+833
825
$431K 0.01%
8,694
-18
31 32
33
34 35