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
1351
$137K ﹤0.01%
2,944
+1,300
1352
$137K ﹤0.01%
925
-9
1353
$137K ﹤0.01%
4,670
-3,849
1354
$137K ﹤0.01%
+8,000
1355
$136K ﹤0.01%
4,579
-26
1356
$136K ﹤0.01%
1,129
+390
1357
$136K ﹤0.01%
1,380
-146
1358
$136K ﹤0.01%
+5,742
1359
$136K ﹤0.01%
3,002
-789
1360
$135K ﹤0.01%
910
+640
1361
$135K ﹤0.01%
1,286
+48
1362
$134K ﹤0.01%
2,769
+407
1363
$134K ﹤0.01%
3,326
+35
1364
$134K ﹤0.01%
3,341
1365
$134K ﹤0.01%
2,103
+2,018
1366
$134K ﹤0.01%
+2,580
1367
$134K ﹤0.01%
4,013
-3,054
1368
$134K ﹤0.01%
4,346
-2,559
1369
$134K ﹤0.01%
8,273
1370
$134K ﹤0.01%
2,288
-314
1371
$134K ﹤0.01%
636
-313
1372
$134K ﹤0.01%
4,477
-300
1373
$133K ﹤0.01%
638
+88
1374
$133K ﹤0.01%
3,155
+1,750
1375
$133K ﹤0.01%
34,877
+184
53 54
55
56 57