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
1626
$83.5K ﹤0.01%
3,290
1627
$83.4K ﹤0.01%
2,657
+200
1628
$83.3K ﹤0.01%
5,552
+1,049
1629
$83.3K ﹤0.01%
+3,278
1630
$83.2K ﹤0.01%
924
-370
1631
$83.2K ﹤0.01%
2,848
-200
1632
$83.2K ﹤0.01%
342
-65
1633
$83K ﹤0.01%
2,798
-136
1634
$82.9K ﹤0.01%
370
-3
1635
$82.8K ﹤0.01%
2,161
1636
$82.8K ﹤0.01%
3,400
1637
$82.5K ﹤0.01%
2,404
+300
1638
$82.1K ﹤0.01%
1,687
+1
1639
$81.7K ﹤0.01%
7,610
-7,610
1640
$81.6K ﹤0.01%
2,017
-3,010
1641
$81.6K ﹤0.01%
1,654
+14
1642
$81.6K ﹤0.01%
3,760
1643
$81.4K ﹤0.01%
496
-15
1644
$81.3K ﹤0.01%
349
-3
1645
$81.1K ﹤0.01%
711
1646
$81K ﹤0.01%
3,135
+1,600
1647
$80.9K ﹤0.01%
3,029
+1,017
1648
$80.8K ﹤0.01%
2,959
+20
1649
$80.7K ﹤0.01%
7,000
-100,017
1650
$80.7K ﹤0.01%
4,081
-741
64 65
66
67 68