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
1251
$171K 0.01%
2,577
+752
1252
$170K 0.01%
3,301
1253
$170K 0.01%
5,195
+18
1254
$170K 0.01%
841
+72
1255
$168K 0.01%
4,400
-176
1256
$168K 0.01%
2,386
-571
1257
$168K 0.01%
924
+589
1258
$168K 0.01%
5,470
+251
1259
$166K 0.01%
2,865
+419
1260
$166K 0.01%
2,421
1261
$166K 0.01%
3,244
+225
1262
$165K 0.01%
2,837
-89
1263
$164K 0.01%
530
+514
1264
$163K 0.01%
13,008
+325
1265
$163K 0.01%
3,774
1266
$163K 0.01%
2,051
-99
1267
$163K 0.01%
477
-78
1268
$163K 0.01%
2,089
-57
1269
$163K 0.01%
3,725
1270
$163K 0.01%
1,439
+703
1271
$162K 0.01%
3,296
-2,283
1272
$162K 0.01%
7,110
+2,362
1273
$162K 0.01%
3,490
-359
1274
$162K 0.01%
6,366
+75
1275
$161K 0.01%
5,140
+17
49 50
51
52 53