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
851
$398K 0.01%
16,387
-2,175
852
$396K 0.01%
15,900
-500
853
$393K 0.01%
5,836
-947
854
$392K 0.01%
4,540
-554
855
$392K 0.01%
12,441
+9,407
856
$391K 0.01%
+16,009
857
$390K 0.01%
479
-7
858
$388K 0.01%
2,868
+1,247
859
$388K 0.01%
7,076
+3,829
860
$388K 0.01%
6,497
+3,022
861
$387K 0.01%
4,062
+156
862
$387K 0.01%
1,109
-42
863
$386K 0.01%
17,133
+2,307
864
$385K 0.01%
1,155
-46
865
$384K 0.01%
4,951
-1,118
866
$384K 0.01%
11,232
+5,006
867
$383K 0.01%
1,361
-449
868
$383K 0.01%
23,016
-797
869
$383K 0.01%
31,991
+6
870
$383K 0.01%
7,577
-5,781
871
$383K 0.01%
13,047
+7,569
872
$381K 0.01%
5,645
+180
873
$381K 0.01%
7,668
+357
874
$380K 0.01%
2,954
-109
875
$378K 0.01%
639
-2
33 34
35
36 37