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
1001
$287K 0.01%
659
-520
1002
$286K 0.01%
5,550
+2,336
1003
$285K 0.01%
2,814
+158
1004
$285K 0.01%
11,307
+174
1005
$285K 0.01%
10,355
-1,250
1006
$285K 0.01%
7,087
+2,958
1007
$284K 0.01%
4,113
-231
1008
$283K 0.01%
6,907
1009
$283K 0.01%
3,220
+1,628
1010
$283K 0.01%
12,914
+180
1011
$282K 0.01%
4,312
1012
$282K 0.01%
452
-33
1013
$281K 0.01%
1,672
-467
1014
$281K 0.01%
5,451
-189
1015
$280K 0.01%
4,223
+1,331
1016
$279K 0.01%
6,666
-788
1017
$279K 0.01%
879
+130
1018
$278K 0.01%
9,462
+4,631
1019
$278K 0.01%
6,558
-358
1020
$278K 0.01%
496
+159
1021
$278K 0.01%
7,022
+2,342
1022
$277K 0.01%
1,603
+20
1023
$277K 0.01%
8,991
1024
$276K 0.01%
4,984
1025
$275K 0.01%
1,678
+673
39 40
41
42 43