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
901
$362K 0.01%
9,326
-484
902
$361K 0.01%
9,235
-1,110
903
$360K 0.01%
2,648
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904
$360K 0.01%
3,230
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905
$359K 0.01%
1,262
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906
$357K 0.01%
3,883
+1,242
907
$357K 0.01%
21,819
908
$355K 0.01%
4,042
+786
909
$354K 0.01%
29,123
-3,000
910
$354K 0.01%
5,833
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911
$354K 0.01%
20,930
+19,930
912
$354K 0.01%
50,166
+5,042
913
$353K 0.01%
3,327
-735
914
$353K 0.01%
14,350
915
$351K 0.01%
7,371
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916
$351K 0.01%
4,559
917
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+12,636
918
$350K 0.01%
1,599
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$350K 0.01%
4,985
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920
$349K 0.01%
10,339
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921
$349K 0.01%
4,173
+1,761
922
$347K 0.01%
8,471
+496
923
$346K 0.01%
8,406
+186
924
$346K 0.01%
11,191
+504
925
$344K 0.01%
32,097
+320
35 36
37
38 39