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
1451
$115K ﹤0.01%
2,302
+28
1452
$115K ﹤0.01%
1,557
-981
1453
$114K ﹤0.01%
4,882
-63
1454
$114K ﹤0.01%
15,925
+5,100
1455
$114K ﹤0.01%
1,347
+27
1456
$114K ﹤0.01%
3,118
+806
1457
$113K ﹤0.01%
9,427
+4,691
1458
$113K ﹤0.01%
6,708
+3,394
1459
$113K ﹤0.01%
4,590
+1,045
1460
$113K ﹤0.01%
2,665
1461
$112K ﹤0.01%
4,109
+401
1462
$112K ﹤0.01%
691
1463
$112K ﹤0.01%
2,645
-519
1464
$112K ﹤0.01%
1,314
-118
1465
$111K ﹤0.01%
988
+42
1466
$111K ﹤0.01%
2,004
-128
1467
$111K ﹤0.01%
2,111
+769
1468
$111K ﹤0.01%
3,308
+3,256
1469
$111K ﹤0.01%
1,211
1470
$110K ﹤0.01%
+3,427
1471
$110K ﹤0.01%
630
-94
1472
$110K ﹤0.01%
3,539
-100
1473
$110K ﹤0.01%
5,730
+2,146
1474
$110K ﹤0.01%
990
+414
1475
$110K ﹤0.01%
1,199
-127
57 58
59
60 61