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
151
$4.82M 0.15%
216,764
+6,865
152
$4.77M 0.15%
41,301
+1,227
153
$4.77M 0.15%
116,248
+13,257
154
$4.72M 0.15%
103,297
+19,459
155
$4.68M 0.14%
45,763
+31,670
156
$4.67M 0.14%
48,947
-377
157
$4.65M 0.14%
47,392
-2,635
158
$4.62M 0.14%
14,018
+3,675
159
$4.61M 0.14%
17,387
+12,801
160
$4.55M 0.14%
48,800
+2,910
161
$4.51M 0.14%
139,373
-7,969
162
$4.47M 0.14%
62,453
-64
163
$4.41M 0.14%
9,597
+4,051
164
$4.38M 0.14%
48,126
+10,329
165
$4.35M 0.13%
120,463
+2,701
166
$4.35M 0.13%
12,039
-1,983
167
$4.34M 0.13%
87,434
-8,749
168
$4.27M 0.13%
35,073
+15,771
169
$4.26M 0.13%
181,711
+3,567
170
$4.25M 0.13%
102,441
+1,265
171
$4.24M 0.13%
100,791
-10,905
172
$4.21M 0.13%
136,447
-2,152
173
$4.1M 0.13%
24,030
+2,877
174
$4.08M 0.13%
49,485
+8,131
175
$4.08M 0.13%
34,036
+1,441
5 6
7
8 9