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
1101
$234K 0.01%
3,488
+743
1102
$233K 0.01%
1,619
-3
1103
$233K 0.01%
3,603
-1,215
1104
$233K 0.01%
1,471
-1,471
1105
$233K 0.01%
4,971
-2,871
1106
$232K 0.01%
3,099
-111
1107
$231K 0.01%
3,894
+3,890
1108
$231K 0.01%
4,339
+4,017
1109
$231K 0.01%
5,727
+4,115
1110
$230K 0.01%
2,084
+64
1111
$230K 0.01%
9,801
-6,199
1112
$229K 0.01%
194,280
-7,305
1113
$229K 0.01%
6,659
-20,817
1114
$229K 0.01%
4,949
-2,167
1115
$228K 0.01%
2,514
+852
1116
$228K 0.01%
10,489
-40
1117
$227K 0.01%
2,704
-8,109
1118
$226K 0.01%
7,363
+84
1119
$226K 0.01%
+3,250
1120
$226K 0.01%
4,799
-150
1121
$225K 0.01%
6,867
+557
1122
$225K 0.01%
3,448
+76
1123
$225K 0.01%
4,287
+3,730
1124
$224K 0.01%
8,427
1125
$224K 0.01%
8,645
-11,511
43 44
45
46 47