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
76
$8.68M 0.27%
71,675
-1,845
77
$8.68M 0.27%
98,826
+11,296
78
$8.63M 0.27%
15,741
-48
79
$8.59M 0.26%
20,461
+5,165
80
$8.56M 0.26%
164,714
-3,581
81
$8.52M 0.26%
367,891
+36,137
82
$8.33M 0.26%
169,346
+16,875
83
$8.31M 0.26%
293,815
-9,063
84
$8.3M 0.26%
99,647
+823
85
$8.2M 0.25%
149,832
-27,700
86
$8.13M 0.25%
69,194
+4,157
87
$7.95M 0.25%
77,355
+12,183
88
$7.94M 0.25%
68,114
+275
89
$7.74M 0.24%
40,637
+11,373
90
$7.53M 0.23%
151,803
-2,030
91
$7.42M 0.23%
188,062
+9,515
92
$7.38M 0.23%
29,678
+6,424
93
$7.35M 0.23%
76,325
+16,493
94
$7.29M 0.22%
73,734
+36,692
95
$7.27M 0.22%
32,785
+4,701
96
$7.13M 0.22%
74,501
-33
97
$6.95M 0.21%
287,224
+34,229
98
$6.88M 0.21%
111,510
+2,839
99
$6.84M 0.21%
51,229
+4,206
100
$6.74M 0.21%
21,563
-7,360
2 3
4
5 6