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
1576
$91.6K ﹤0.01%
404
1577
$91.3K ﹤0.01%
870
+411
1578
$91.2K ﹤0.01%
489
1579
$91K ﹤0.01%
865
+45
1580
$90.9K ﹤0.01%
1,211
+501
1581
$90.7K ﹤0.01%
673
1582
$90.5K ﹤0.01%
+4,449
1583
$90.3K ﹤0.01%
1,921
-322
1584
$89.8K ﹤0.01%
1,517
+1,024
1585
$89.8K ﹤0.01%
307
-417
1586
$89.7K ﹤0.01%
2,719
+172
1587
$89.5K ﹤0.01%
9,601
+2,647
1588
$89.2K ﹤0.01%
2,443
+28
1589
$89.1K ﹤0.01%
13,552
+200
1590
$89.1K ﹤0.01%
1,600
1591
$89K ﹤0.01%
1,158
-1,396
1592
$88.9K ﹤0.01%
18,800
+5,100
1593
$88.8K ﹤0.01%
3,500
-26
1594
$88.8K ﹤0.01%
1,686
-1,271
1595
$88.7K ﹤0.01%
4,087
1596
$88.6K ﹤0.01%
3,257
-610
1597
$88.4K ﹤0.01%
630
+230
1598
$88.4K ﹤0.01%
5,060
+706
1599
$88.1K ﹤0.01%
733
-52
1600
$87.7K ﹤0.01%
1,764
+67
62 63
64
65 66