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
1176
$201K 0.01%
2,298
-25
1177
$200K 0.01%
706
+131
1178
$200K 0.01%
2,837
-2,594
1179
$199K 0.01%
40,870
-1,000
1180
$198K 0.01%
4,373
+935
1181
$197K 0.01%
1,740
-184
1182
$196K 0.01%
12,099
+3,000
1183
$196K 0.01%
1,376
+44
1184
$196K 0.01%
159
-25
1185
$196K 0.01%
1,965
-148
1186
$196K 0.01%
6,312
+470
1187
$195K 0.01%
1,421
-190
1188
$195K 0.01%
1,352
1189
$194K 0.01%
3,229
-1,736
1190
$194K 0.01%
2,198
+116
1191
$194K 0.01%
1,539
-256
1192
$194K 0.01%
2,413
+266
1193
$193K 0.01%
3,313
+2,591
1194
$193K 0.01%
8,582
1195
$192K 0.01%
7,465
+5,679
1196
$192K 0.01%
2,078
-1,180
1197
$192K 0.01%
3,812
-162
1198
$191K 0.01%
935
-40
1199
$190K 0.01%
10,035
+367
1200
$190K 0.01%
3,777
+8
46 47
48
49 50