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
1776
$63K ﹤0.01%
187
+1
1777
$63K ﹤0.01%
247
+110
1778
$62.9K ﹤0.01%
751
+22
1779
$62.9K ﹤0.01%
8,845
+6,845
1780
$62.7K ﹤0.01%
696
-33
1781
$62.6K ﹤0.01%
232
-9
1782
$62.4K ﹤0.01%
1,653
+1,306
1783
$62.3K ﹤0.01%
2,542
1784
$62.2K ﹤0.01%
1,066
-18
1785
$62.2K ﹤0.01%
+1,570
1786
$62.2K ﹤0.01%
313
+29
1787
$62.2K ﹤0.01%
912
+126
1788
$62.1K ﹤0.01%
6,479
+1,261
1789
$62.1K ﹤0.01%
1,271
1790
$61.8K ﹤0.01%
192
-5
1791
$61.7K ﹤0.01%
668
+197
1792
$61.6K ﹤0.01%
767
1793
$61.5K ﹤0.01%
846
1794
$61.5K ﹤0.01%
+2,650
1795
$61.3K ﹤0.01%
2,945
+2,020
1796
$61.2K ﹤0.01%
2,547
+2,544
1797
$61.1K ﹤0.01%
3,755
+2,100
1798
$61K ﹤0.01%
1,300
-5
1799
$61K ﹤0.01%
1,223
-115
1800
$60.9K ﹤0.01%
1,792
-15
70 71
72
73 74