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
876
$376K 0.01%
4,480
-716
877
$375K 0.01%
6,625
+6,159
878
$374K 0.01%
2,444
+1,017
879
$374K 0.01%
271
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880
$374K 0.01%
12,219
881
$374K 0.01%
4,989
+253
882
$374K 0.01%
3,135
-134
883
$372K 0.01%
81
+8
884
$371K 0.01%
+4,522
885
$371K 0.01%
8,501
-144
886
$370K 0.01%
3,362
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887
$370K 0.01%
12,632
888
$370K 0.01%
9,037
889
$369K 0.01%
7,696
-5,476
890
$369K 0.01%
15,278
+3,081
891
$367K 0.01%
7,712
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892
$367K 0.01%
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893
$366K 0.01%
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894
$365K 0.01%
19,540
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895
$365K 0.01%
7,291
-2,381
896
$364K 0.01%
1,390
-37
897
$364K 0.01%
866
-37
898
$363K 0.01%
5,658
+1,355
899
$362K 0.01%
3,615
+158
900
$362K 0.01%
5,515
-312
34 35
36
37 38