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
1026
$275K 0.01%
2,546
1027
$275K 0.01%
2,299
-527
1028
$274K 0.01%
14,464
-45,741
1029
$274K 0.01%
+6,653
1030
$273K 0.01%
1,199
-69
1031
$273K 0.01%
5,117
+4,329
1032
$273K 0.01%
10,646
-800
1033
$272K 0.01%
1,628
-465
1034
$271K 0.01%
2,772
+1,018
1035
$271K 0.01%
11,070
-2,113
1036
$271K 0.01%
24,669
+20,086
1037
$270K 0.01%
2,639
+4
1038
$268K 0.01%
6,413
+555
1039
$268K 0.01%
1,058
+295
1040
$266K 0.01%
11,914
+477
1041
$266K 0.01%
1,331
+38
1042
$265K 0.01%
597
+230
1043
$265K 0.01%
2,270
+432
1044
$265K 0.01%
2,120
+296
1045
$264K 0.01%
1,009
+300
1046
$264K 0.01%
+12,888
1047
$264K 0.01%
16,925
-122,788
1048
$263K 0.01%
3,811
-6,100
1049
$262K 0.01%
9,872
+9,214
1050
$262K 0.01%
2,448
+2,319
40 41
42
43 44