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
1801
$60.7K ﹤0.01%
2,003
+15
1802
$60.5K ﹤0.01%
1,422
-117
1803
$60.4K ﹤0.01%
735
1804
$60.4K ﹤0.01%
10,864
-2,103
1805
$60.2K ﹤0.01%
2,270
+301
1806
$60K ﹤0.01%
1,981
-2,702
1807
$60K ﹤0.01%
1,222
1808
$59.8K ﹤0.01%
700
+326
1809
$59.7K ﹤0.01%
559
-12
1810
$59.7K ﹤0.01%
1,171
-2
1811
$59.6K ﹤0.01%
368
+8
1812
$59.5K ﹤0.01%
5,000
1813
$59.5K ﹤0.01%
584
1814
$59.5K ﹤0.01%
2,258
1815
$59.4K ﹤0.01%
798
+662
1816
$59.3K ﹤0.01%
4,760
-3,247
1817
$59.2K ﹤0.01%
2,734
1818
$58.9K ﹤0.01%
5,072
+577
1819
$58.9K ﹤0.01%
1,710
1820
$58.8K ﹤0.01%
1,981
+145
1821
$58.8K ﹤0.01%
25,000
1822
$58.7K ﹤0.01%
2,469
1823
$58.7K ﹤0.01%
189
-70
1824
$58.7K ﹤0.01%
5,931
+1,210
1825
$58.2K ﹤0.01%
644
+7
71 72
73
74 75