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
1201
$190K 0.01%
712
-136
1202
$190K 0.01%
5,923
+548
1203
$189K 0.01%
4,091
+544
1204
$188K 0.01%
714
+31
1205
$187K 0.01%
2,269
+54
1206
$187K 0.01%
+3,141
1207
$187K 0.01%
3,022
+155
1208
$187K 0.01%
4,337
-4,598
1209
$186K 0.01%
9,585
-831
1210
$186K 0.01%
3,068
1211
$186K 0.01%
3,607
-1,241
1212
$185K 0.01%
6,786
-18,483
1213
$185K 0.01%
9,624
-1,319
1214
$185K 0.01%
2,419
+567
1215
$184K 0.01%
3,074
+891
1216
$183K 0.01%
20,897
+144
1217
$182K 0.01%
538
+51
1218
$182K 0.01%
1,197
-72
1219
$182K 0.01%
4,193
-35,190
1220
$181K 0.01%
6,300
-1,900
1221
$181K 0.01%
3,935
-64
1222
$181K 0.01%
7,540
-500
1223
$181K 0.01%
16,046
-7,919
1224
$181K 0.01%
2,140
+1
1225
$180K 0.01%
2,068
47 48
49
50 51