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
1676
$77.3K ﹤0.01%
158
+6
1677
$77.1K ﹤0.01%
2,129
-152
1678
$77.1K ﹤0.01%
985
-28
1679
$76.8K ﹤0.01%
4,262
+203
1680
$76.7K ﹤0.01%
5,350
-444
1681
$76.5K ﹤0.01%
541
+51
1682
$76.5K ﹤0.01%
586
+134
1683
$76.4K ﹤0.01%
2,970
+960
1684
$76.4K ﹤0.01%
14,200
+2,800
1685
$76.1K ﹤0.01%
1,116
+355
1686
$76.1K ﹤0.01%
3,299
+2,641
1687
$75.9K ﹤0.01%
2,900
1688
$75.8K ﹤0.01%
6,535
1689
$75.6K ﹤0.01%
681
+365
1690
$75.4K ﹤0.01%
367
+84
1691
$75.1K ﹤0.01%
1,302
-1,458
1692
$74.8K ﹤0.01%
229
+73
1693
$74.5K ﹤0.01%
1,988
-400
1694
$74.3K ﹤0.01%
1,387
+649
1695
$73.8K ﹤0.01%
1,304
+9
1696
$73.6K ﹤0.01%
10,983
-544
1697
$73.5K ﹤0.01%
199
-261
1698
$73.5K ﹤0.01%
5,600
+2,200
1699
$73.1K ﹤0.01%
1,808
+98
1700
$73K ﹤0.01%
2,451
66 67
68
69 70