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
1601
$87.6K ﹤0.01%
3,500
1602
$87.5K ﹤0.01%
943
+117
1603
$87.4K ﹤0.01%
1,921
1604
$87.4K ﹤0.01%
4,637
1605
$87.3K ﹤0.01%
8,045
-3,000
1606
$87.3K ﹤0.01%
2,500
-18,100
1607
$87.1K ﹤0.01%
2,012
-676
1608
$86.4K ﹤0.01%
6,076
+99
1609
$86.3K ﹤0.01%
1,104
-118
1610
$86.2K ﹤0.01%
859
-528
1611
$86.1K ﹤0.01%
+3,400
1612
$86K ﹤0.01%
539
+10
1613
$85.7K ﹤0.01%
3,740
+378
1614
$85.7K ﹤0.01%
5,113
-1,130
1615
$85.6K ﹤0.01%
5,001
1616
$85.4K ﹤0.01%
3,228
+1,751
1617
$85.1K ﹤0.01%
4,681
+457
1618
$84.9K ﹤0.01%
530
-23
1619
$84.8K ﹤0.01%
2,614
1620
$84.6K ﹤0.01%
1,412
-867
1621
$84.5K ﹤0.01%
4,326
+1,208
1622
$84.4K ﹤0.01%
2,271
-85
1623
$84.3K ﹤0.01%
738
+679
1624
$84.1K ﹤0.01%
905
+5
1625
$83.6K ﹤0.01%
15,808
+3,977
63 64
65
66 67