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
1726
$69.4K ﹤0.01%
+2,722
1727
$69.4K ﹤0.01%
1,051
-206
1728
$69.3K ﹤0.01%
619
1729
$69.3K ﹤0.01%
1,743
-640
1730
$69.2K ﹤0.01%
5,660
1731
$69.1K ﹤0.01%
3,340
+1,302
1732
$69.1K ﹤0.01%
1,912
+240
1733
$69.1K ﹤0.01%
3,450
-150
1734
$69.1K ﹤0.01%
2,100
+156
1735
$69K ﹤0.01%
1,369
+405
1736
$68.9K ﹤0.01%
5,062
-358
1737
$68.9K ﹤0.01%
+1,330
1738
$68.8K ﹤0.01%
2,733
+31
1739
$68.6K ﹤0.01%
+1,018
1740
$68.5K ﹤0.01%
754
+260
1741
$68.3K ﹤0.01%
1,278
+12
1742
$68.3K ﹤0.01%
4,171
-52
1743
$68.2K ﹤0.01%
1,155
-91
1744
$68.1K ﹤0.01%
1,206
+441
1745
$68K ﹤0.01%
950
-82
1746
$68K ﹤0.01%
562
1747
$67.3K ﹤0.01%
1,280
-546
1748
$67.1K ﹤0.01%
4,857
+2,784
1749
$67.1K ﹤0.01%
1,930
+1,886
1750
$67.1K ﹤0.01%
2,367
+563
68 69
70
71 72