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
1301
$154K ﹤0.01%
1,531
+16
1302
$153K ﹤0.01%
4,606
+4,600
1303
$153K ﹤0.01%
10,122
-148
1304
$153K ﹤0.01%
2,560
+2,490
1305
$152K ﹤0.01%
3,338
1306
$151K ﹤0.01%
13,423
-5,303
1307
$150K ﹤0.01%
6,997
+2,955
1308
$150K ﹤0.01%
4,882
+134
1309
$150K ﹤0.01%
5,378
-938
1310
$150K ﹤0.01%
980
-45
1311
$150K ﹤0.01%
2,429
-3,665
1312
$149K ﹤0.01%
2,632
+1,807
1313
$149K ﹤0.01%
4,708
+4,315
1314
$149K ﹤0.01%
787
-19
1315
$149K ﹤0.01%
3,520
+586
1316
$149K ﹤0.01%
8,213
+8,210
1317
$147K ﹤0.01%
1,155
-221
1318
$146K ﹤0.01%
4,744
1319
$146K ﹤0.01%
849
+75
1320
$146K ﹤0.01%
4,826
+545
1321
$146K ﹤0.01%
5,364
+63
1322
$146K ﹤0.01%
5,971
+1,841
1323
$146K ﹤0.01%
6,862
+3,620
1324
$146K ﹤0.01%
789
+468
1325
$145K ﹤0.01%
4,959
+34
51 52
53
54 55