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
1376
$133K ﹤0.01%
+3,790
1377
$133K ﹤0.01%
785
+470
1378
$132K ﹤0.01%
521
1379
$132K ﹤0.01%
6,736
+18
1380
$132K ﹤0.01%
2,612
+2,164
1381
$131K ﹤0.01%
+2,168
1382
$131K ﹤0.01%
538
+24
1383
$130K ﹤0.01%
1,704
-644
1384
$130K ﹤0.01%
2,055
-233
1385
$130K ﹤0.01%
4,972
-512
1386
$130K ﹤0.01%
1,266
+790
1387
$130K ﹤0.01%
587
+449
1388
$129K ﹤0.01%
4,382
1389
$129K ﹤0.01%
2,237
1390
$129K ﹤0.01%
1,052
1391
$129K ﹤0.01%
1,241
+229
1392
$129K ﹤0.01%
707
+645
1393
$129K ﹤0.01%
1,473
+1,133
1394
$129K ﹤0.01%
556
-1,241
1395
$129K ﹤0.01%
+4,228
1396
$129K ﹤0.01%
2,272
+553
1397
$128K ﹤0.01%
2,721
-33
1398
$128K ﹤0.01%
2,697
+1,903
1399
$128K ﹤0.01%
2,720
1400
$127K ﹤0.01%
5,373
54 55
56
57 58