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
1326
$145K ﹤0.01%
549
-44
1327
$145K ﹤0.01%
3,122
-529
1328
$145K ﹤0.01%
5,116
-884
1329
$145K ﹤0.01%
7,959
+3,000
1330
$144K ﹤0.01%
2,374
-158
1331
$144K ﹤0.01%
5,056
-1,281
1332
$144K ﹤0.01%
1,249
-11,992
1333
$143K ﹤0.01%
2,863
1334
$143K ﹤0.01%
1,871
-23
1335
$143K ﹤0.01%
1,224
+41
1336
$143K ﹤0.01%
+3,315
1337
$142K ﹤0.01%
4,490
1338
$141K ﹤0.01%
642
+623
1339
$141K ﹤0.01%
1,765
-27
1340
$141K ﹤0.01%
437
+267
1341
$141K ﹤0.01%
2,930
+168
1342
$141K ﹤0.01%
335
-47
1343
$140K ﹤0.01%
3,236
1344
$140K ﹤0.01%
1,206
+191
1345
$139K ﹤0.01%
6,506
+624
1346
$139K ﹤0.01%
5,673
-7,995
1347
$138K ﹤0.01%
931
+21
1348
$138K ﹤0.01%
3,236
-1,258
1349
$138K ﹤0.01%
5,250
+1,767
1350
$137K ﹤0.01%
928
+30
52 53
54
55 56