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
1751
$67.1K ﹤0.01%
981
1752
$66.8K ﹤0.01%
1,272
+63
1753
$66.6K ﹤0.01%
944
+659
1754
$66K ﹤0.01%
1,200
-2
1755
$66K ﹤0.01%
55
1756
$66K ﹤0.01%
3,369
+274
1757
$65.9K ﹤0.01%
1,000
1758
$65.6K ﹤0.01%
22,000
+11,000
1759
$65.5K ﹤0.01%
503
-24
1760
$65.4K ﹤0.01%
1,176
+801
1761
$64.8K ﹤0.01%
848
+530
1762
$64.7K ﹤0.01%
15,653
-2,903
1763
$64.6K ﹤0.01%
2,600
-500
1764
$64.6K ﹤0.01%
873
1765
$64.6K ﹤0.01%
+1,500
1766
$64.6K ﹤0.01%
1,921
-37
1767
$64.4K ﹤0.01%
316
1768
$64.4K ﹤0.01%
759
-233
1769
$64.3K ﹤0.01%
2,304
-320
1770
$64.2K ﹤0.01%
587
-41
1771
$63.7K ﹤0.01%
124
-15
1772
$63.6K ﹤0.01%
1,634
+79
1773
$63.1K ﹤0.01%
598
-38
1774
$63.1K ﹤0.01%
1,121
-200
1775
$63K ﹤0.01%
1,210
69 70
71
72 73