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
101
$6.74M 0.21%
106,213
+9,594
102
$6.72M 0.21%
85,820
+770
103
$6.72M 0.21%
219,104
-15,658
104
$6.63M 0.2%
132,651
+88,253
105
$6.56M 0.2%
70,144
-5,949
106
$6.42M 0.2%
139,345
+12,389
107
$6.33M 0.2%
198,193
-3,369
108
$6.22M 0.19%
124,964
+86,556
109
$6.14M 0.19%
57,535
+3,174
110
$6.05M 0.19%
38,128
+6,173
111
$6.02M 0.19%
42,841
+9,150
112
$6M 0.19%
87,236
-3,673
113
$5.94M 0.18%
97,898
+4,298
114
$5.94M 0.18%
28,137
-1,449
115
$5.88M 0.18%
232,683
+33,385
116
$5.83M 0.18%
43,431
+4,994
117
$5.77M 0.18%
190,495
-33,295
118
$5.67M 0.17%
135,883
+12,600
119
$5.64M 0.17%
40,328
+2,661
120
$5.63M 0.17%
60,718
-424
121
$5.61M 0.17%
88,142
+6,210
122
$5.6M 0.17%
180,709
+180,348
123
$5.59M 0.17%
55,582
+7,326
124
$5.53M 0.17%
33,331
+1,079
125
$5.51M 0.17%
244,161
-1,638
3 4
5
6 7