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
1126
$223K 0.01%
1,397
1127
$223K 0.01%
1,728
+1,327
1128
$223K 0.01%
2,736
-62
1129
$222K 0.01%
2,653
-39
1130
$222K 0.01%
9,110
+51
1131
$222K 0.01%
2,280
+540
1132
$222K 0.01%
11,077
-834
1133
$221K 0.01%
403
-175
1134
$221K 0.01%
7,079
-86
1135
$220K 0.01%
942
-22
1136
$217K 0.01%
2,248
+98
1137
$216K 0.01%
2,423
+450
1138
$215K 0.01%
2,891
+1,275
1139
$215K 0.01%
1,736
-1,039
1140
$215K 0.01%
2,294
+228
1141
$215K 0.01%
3,934
+1,618
1142
$215K 0.01%
1,350
+8
1143
$214K 0.01%
2,567
+242
1144
$214K 0.01%
3,631
+1,864
1145
$214K 0.01%
1,032
+138
1146
$213K 0.01%
6,631
1147
$212K 0.01%
2,267
+2,201
1148
$211K 0.01%
3,041
+35
1149
$211K 0.01%
3,230
+128
1150
$211K 0.01%
9,852
-9,852
44 45
46
47 48