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
1476
$109K ﹤0.01%
1,286
-1,004
1477
$109K ﹤0.01%
2,939
+2,601
1478
$109K ﹤0.01%
1,174
-1,000
1479
$109K ﹤0.01%
1,303
+750
1480
$109K ﹤0.01%
2,385
+122
1481
$109K ﹤0.01%
5,113
-1,167
1482
$109K ﹤0.01%
2,250
1483
$108K ﹤0.01%
541
+17
1484
$108K ﹤0.01%
4,048
1485
$108K ﹤0.01%
2,505
-7,569
1486
$108K ﹤0.01%
4,197
+825
1487
$108K ﹤0.01%
1,244
-13
1488
$107K ﹤0.01%
3,438
+9
1489
$107K ﹤0.01%
1,040
+126
1490
$107K ﹤0.01%
4,986
+1,340
1491
$107K ﹤0.01%
+3,000
1492
$107K ﹤0.01%
5,068
+208
1493
$107K ﹤0.01%
3,015
+5
1494
$106K ﹤0.01%
3,264
+1,498
1495
$106K ﹤0.01%
603
-508
1496
$106K ﹤0.01%
4,640
+1,274
1497
$106K ﹤0.01%
1,709
-2,328
1498
$106K ﹤0.01%
+2,272
1499
$106K ﹤0.01%
2,308
+1,193
1500
$106K ﹤0.01%
2,973
+86
58 59
60
61 62