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
1526
$100K ﹤0.01%
4,000
1527
$100K ﹤0.01%
+1,570
1528
$100K ﹤0.01%
1,008
1529
$99.7K ﹤0.01%
3,221
+69
1530
$99.5K ﹤0.01%
2,462
1531
$99.5K ﹤0.01%
1,867
+171
1532
$99.4K ﹤0.01%
5,831
+95
1533
$98.7K ﹤0.01%
1,211
-23
1534
$98.4K ﹤0.01%
3,406
-1,258
1535
$98.4K ﹤0.01%
2,481
+1,516
1536
$98.2K ﹤0.01%
735
-390
1537
$98K ﹤0.01%
502
+23
1538
$97.9K ﹤0.01%
898
1539
$97.8K ﹤0.01%
1,073
1540
$97.8K ﹤0.01%
4,258
-1,115
1541
$97.6K ﹤0.01%
1,948
+316
1542
$97.2K ﹤0.01%
862
-1,384
1543
$97.1K ﹤0.01%
3,784
+776
1544
$96.9K ﹤0.01%
4,306
-52
1545
$96.9K ﹤0.01%
903
-425
1546
$96.7K ﹤0.01%
73
+29
1547
$96.7K ﹤0.01%
3,250
-2,000
1548
$96.6K ﹤0.01%
2,371
-502
1549
$96.6K ﹤0.01%
446
+73
1550
$96.6K ﹤0.01%
3,170
-750
60 61
62
63 64