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
926
$344K 0.01%
7,282
+209
927
$343K 0.01%
12,955
-350
928
$343K 0.01%
10,000
929
$343K 0.01%
3,729
-63
930
$342K 0.01%
1,009
+183
931
$339K 0.01%
4,271
+2
932
$339K 0.01%
3,275
-44
933
$339K 0.01%
9,787
+190
934
$338K 0.01%
9,349
+9,200
935
$338K 0.01%
3,467
-6,211
936
$336K 0.01%
1,796
+984
937
$336K 0.01%
1,057
+29
938
$336K 0.01%
10,380
-46
939
$335K 0.01%
2,571
-35
940
$335K 0.01%
9,848
+553
941
$333K 0.01%
3,674
-155
942
$332K 0.01%
1,265
+1,128
943
$328K 0.01%
17,226
+785
944
$328K 0.01%
12,930
+1,540
945
$328K 0.01%
7,777
+4,473
946
$328K 0.01%
6,164
+326
947
$327K 0.01%
4,595
-1,366
948
$325K 0.01%
12,399
+1,327
949
$325K 0.01%
3,292
-47
950
$325K 0.01%
16,869
+332
36 37
38
39 40