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
1826
$58.2K ﹤0.01%
510
+92
1827
$58K ﹤0.01%
5,814
+2,410
1828
$57.7K ﹤0.01%
575
+540
1829
$57.6K ﹤0.01%
900
1830
$57.6K ﹤0.01%
4,031
1831
$57.4K ﹤0.01%
+1,361
1832
$57.4K ﹤0.01%
4,123
-6,500
1833
$57.3K ﹤0.01%
1,649
1834
$57.1K ﹤0.01%
449
+29
1835
$57.1K ﹤0.01%
890
+37
1836
$57K ﹤0.01%
1,200
1837
$56.9K ﹤0.01%
489
-31
1838
$56.9K ﹤0.01%
548
-82
1839
$56.8K ﹤0.01%
2,398
1840
$56.7K ﹤0.01%
5,148
+700
1841
$56.7K ﹤0.01%
2,821
1842
$56.7K ﹤0.01%
742
+740
1843
$56.7K ﹤0.01%
3,412
-646
1844
$56.6K ﹤0.01%
329
-92
1845
$56.1K ﹤0.01%
880
-193
1846
$55.8K ﹤0.01%
624
-26
1847
$55.8K ﹤0.01%
3,500
1848
$55.7K ﹤0.01%
800
-647
1849
$55.7K ﹤0.01%
2,754
+508
1850
$55.5K ﹤0.01%
1,178
-74
72 73
74
75 76