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
1051
$261K 0.01%
3,857
+1,440
1052
$260K 0.01%
17,995
+7,245
1053
$260K 0.01%
7,391
1054
$260K 0.01%
+9,200
1055
$259K 0.01%
57,240
-1,911
1056
$259K 0.01%
5,879
+930
1057
$259K 0.01%
2,350
-249
1058
$258K 0.01%
11,519
+9,833
1059
$258K 0.01%
3,182
-1,135
1060
$257K 0.01%
10,821
+1,079
1061
$257K 0.01%
2,463
+90
1062
$256K 0.01%
109,818
+24,950
1063
$254K 0.01%
2,626
1064
$254K 0.01%
6,290
1065
$254K 0.01%
6,241
-1,573
1066
$254K 0.01%
4,696
-645
1067
$253K 0.01%
2,668
+53
1068
$253K 0.01%
4,917
+414
1069
$252K 0.01%
7,753
+1,021
1070
$252K 0.01%
1,698
+1,583
1071
$252K 0.01%
6,121
-178
1072
$251K 0.01%
6,497
1073
$251K 0.01%
3,024
+28
1074
$251K 0.01%
2,882
+745
1075
$250K 0.01%
3,809
41 42
43
44 45