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
1276
$161K 0.01%
3,597
-78
1277
$161K 0.01%
+3,667
1278
$160K ﹤0.01%
4,357
1279
$160K ﹤0.01%
7,127
+3,804
1280
$160K ﹤0.01%
1,420
-1
1281
$159K ﹤0.01%
1,260
+1,254
1282
$159K ﹤0.01%
2,487
1283
$159K ﹤0.01%
1,249
-633
1284
$158K ﹤0.01%
797
-210
1285
$158K ﹤0.01%
336
-2
1286
$158K ﹤0.01%
1,936
+1,394
1287
$157K ﹤0.01%
2,025
-128
1288
$157K ﹤0.01%
5,600
1289
$157K ﹤0.01%
4,182
-145
1290
$157K ﹤0.01%
5,115
+420
1291
$156K ﹤0.01%
1,313
+739
1292
$156K ﹤0.01%
1,196
-7
1293
$156K ﹤0.01%
39,379
+18,824
1294
$156K ﹤0.01%
4,794
+2,514
1295
$156K ﹤0.01%
3,783
+89
1296
$155K ﹤0.01%
2,961
1297
$155K ﹤0.01%
3,289
+142
1298
$155K ﹤0.01%
2,917
-46
1299
$155K ﹤0.01%
1,601
+344
1300
$154K ﹤0.01%
7,576
+855
50 51
52
53 54