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
1701
$72.9K ﹤0.01%
1,045
1702
$72.7K ﹤0.01%
4,923
-16,034
1703
$72.7K ﹤0.01%
1,920
+1,894
1704
$72.6K ﹤0.01%
444
+49
1705
$72.5K ﹤0.01%
1,909
+63
1706
$72.2K ﹤0.01%
1,057
-10
1707
$72K ﹤0.01%
2,337
+2,238
1708
$71.8K ﹤0.01%
6,804
+289
1709
$71.5K ﹤0.01%
1,997
+32
1710
$71.5K ﹤0.01%
2,886
1711
$71.4K ﹤0.01%
+1,313
1712
$71.1K ﹤0.01%
335
-87
1713
$71K ﹤0.01%
5,112
-7,077
1714
$70.9K ﹤0.01%
510
+47
1715
$70.8K ﹤0.01%
363
-177
1716
$70.7K ﹤0.01%
+2,689
1717
$70.5K ﹤0.01%
4,557
-1,973
1718
$70.3K ﹤0.01%
1,027
1719
$70.3K ﹤0.01%
+600
1720
$70.2K ﹤0.01%
911
+113
1721
$70.2K ﹤0.01%
2,650
+515
1722
$70K ﹤0.01%
2,507
-2,204
1723
$69.9K ﹤0.01%
1,071
+144
1724
$69.7K ﹤0.01%
2,425
+542
1725
$69.5K ﹤0.01%
2,662
+1,597
67 68
69
70 71