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
1551
$96.5K ﹤0.01%
989
-112
1552
$95.7K ﹤0.01%
3,237
+1,787
1553
$95.6K ﹤0.01%
11,711
-239
1554
$95.5K ﹤0.01%
2,144
-416
1555
$95.3K ﹤0.01%
1,510
+56
1556
$95.2K ﹤0.01%
5,179
1557
$95.1K ﹤0.01%
6,497
-100
1558
$95K ﹤0.01%
3,892
+817
1559
$94.8K ﹤0.01%
4,738
-5,299
1560
$94.7K ﹤0.01%
865
+158
1561
$94.5K ﹤0.01%
9,000
-6
1562
$94.1K ﹤0.01%
16,310
+11,096
1563
$94.1K ﹤0.01%
786
-946
1564
$94K ﹤0.01%
+2,682
1565
$93.5K ﹤0.01%
893
-900
1566
$93.5K ﹤0.01%
3,699
-2
1567
$93.2K ﹤0.01%
2,426
+2,423
1568
$93K ﹤0.01%
1,594
-26
1569
$92.9K ﹤0.01%
509
+285
1570
$92.4K ﹤0.01%
10,343
+532
1571
$92.4K ﹤0.01%
+2,224
1572
$92.3K ﹤0.01%
3,454
+304
1573
$92.1K ﹤0.01%
2,348
-550
1574
$91.8K ﹤0.01%
6,168
-223
1575
$91.6K ﹤0.01%
11,001
-505
61 62
63
64 65