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
1151
$211K 0.01%
10,405
-212
1152
$210K 0.01%
8,946
+255
1153
$209K 0.01%
3,693
+1,312
1154
$208K 0.01%
2,585
+94
1155
$208K 0.01%
2,669
+504
1156
$208K 0.01%
402
+12
1157
$207K 0.01%
4,921
-800
1158
$207K 0.01%
5,858
1159
$206K 0.01%
9,163
-550
1160
$206K 0.01%
5,220
+4,200
1161
$206K 0.01%
7,174
+5,000
1162
$205K 0.01%
3,889
+6
1163
$205K 0.01%
6,560
1164
$205K 0.01%
802
+45
1165
$205K 0.01%
12,214
+2,412
1166
$205K 0.01%
2,449
-333
1167
$204K 0.01%
4,434
-1,321
1168
$204K 0.01%
3,539
+3,029
1169
$204K 0.01%
1,798
-948
1170
$203K 0.01%
5,398
-32
1171
$203K 0.01%
3,524
+982
1172
$203K 0.01%
8,383
1173
$203K 0.01%
6,790
1174
$202K 0.01%
6,004
1175
$201K 0.01%
15,813
-4,955
45 46
47
48 49