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
1226
$180K 0.01%
5,827
+343
1227
$180K 0.01%
1,428
1228
$180K 0.01%
4,699
-69
1229
$179K 0.01%
2,119
-1,671
1230
$179K 0.01%
5,091
1231
$179K 0.01%
4,183
+109
1232
$178K 0.01%
1,565
-109
1233
$178K 0.01%
6,044
-3,284
1234
$177K 0.01%
3,316
-62
1235
$176K 0.01%
2,259
-52
1236
$176K 0.01%
3,442
1237
$175K 0.01%
4,706
-30
1238
$174K 0.01%
1,544
-98
1239
$174K 0.01%
3,947
-106
1240
$174K 0.01%
4,182
+1,049
1241
$173K 0.01%
7,128
1242
$173K 0.01%
866
+699
1243
$173K 0.01%
4,744
-290
1244
$173K 0.01%
697
+429
1245
$172K 0.01%
1,100
-125
1246
$172K 0.01%
4,352
+277
1247
$171K 0.01%
501
+4
1248
$171K 0.01%
2,591
+56
1249
$171K 0.01%
16,501
-5,824
1250
$171K 0.01%
26,716
+5,997
48 49
50
51 52