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
826
$429K 0.01%
23,776
-1,728
827
$429K 0.01%
10,332
828
$427K 0.01%
4,245
-1,413
829
$426K 0.01%
5,525
-47
830
$424K 0.01%
3,388
-251
831
$422K 0.01%
20,269
+135
832
$422K 0.01%
13,720
+1,056
833
$422K 0.01%
10,298
+3,111
834
$421K 0.01%
13,516
835
$420K 0.01%
10,816
836
$418K 0.01%
1,695
+151
837
$417K 0.01%
2,045
+1,734
838
$417K 0.01%
1,570
-592
839
$415K 0.01%
17,315
840
$414K 0.01%
17,691
+4,570
841
$414K 0.01%
5,463
+111
842
$412K 0.01%
5,707
-1,454
843
$412K 0.01%
21,841
+4,694
844
$411K 0.01%
5,671
-3,211
845
$408K 0.01%
1,521
+179
846
$407K 0.01%
16,042
-182
847
$406K 0.01%
1,783
+159
848
$402K 0.01%
11,060
+898
849
$401K 0.01%
13,989
-1,693
850
$398K 0.01%
4,023
32 33
34
35 36