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
1651
$80.3K ﹤0.01%
2,008
+43
1652
$80.1K ﹤0.01%
1,500
+600
1653
$79.9K ﹤0.01%
1,798
+800
1654
$79.9K ﹤0.01%
2,286
-48
1655
$79.7K ﹤0.01%
+2,934
1656
$79.7K ﹤0.01%
5,000
1657
$79.5K ﹤0.01%
1,324
+287
1658
$79.4K ﹤0.01%
939
-105
1659
$79.3K ﹤0.01%
602
+4
1660
$78.8K ﹤0.01%
9,390
1661
$78.7K ﹤0.01%
1,909
-24
1662
$78.7K ﹤0.01%
1,885
-292
1663
$78.5K ﹤0.01%
1,352
+24
1664
$78.4K ﹤0.01%
+3,100
1665
$78.3K ﹤0.01%
786
1666
$78.2K ﹤0.01%
1,862
1667
$78.2K ﹤0.01%
+2,470
1668
$78.1K ﹤0.01%
1,716
-109
1669
$77.8K ﹤0.01%
1,558
+8
1670
$77.7K ﹤0.01%
1,135
+18
1671
$77.7K ﹤0.01%
521
+7
1672
$77.6K ﹤0.01%
2,908
+11
1673
$77.6K ﹤0.01%
1,783
-19
1674
$77.5K ﹤0.01%
860
-6
1675
$77.5K ﹤0.01%
+5,713
65 66
67
68 69