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
1851
$55.5K ﹤0.01%
586
-240
1852
$55.4K ﹤0.01%
697
1853
$55.4K ﹤0.01%
1,508
-450
1854
$55.3K ﹤0.01%
1,397
+4
1855
$55.2K ﹤0.01%
4,375
+680
1856
$54.8K ﹤0.01%
635
-137
1857
$54.2K ﹤0.01%
4,000
-7
1858
$54.2K ﹤0.01%
3,140
1859
$54.1K ﹤0.01%
784
-1
1860
$53.9K ﹤0.01%
650
1861
$53.5K ﹤0.01%
1,500
1862
$53.4K ﹤0.01%
1,944
1863
$53.3K ﹤0.01%
2,226
+126
1864
$53.3K ﹤0.01%
1,000
+500
1865
$53.1K ﹤0.01%
542
1866
$53K ﹤0.01%
345
+19
1867
$52.7K ﹤0.01%
1,358
-226
1868
$52.5K ﹤0.01%
1,202
+51
1869
$52.4K ﹤0.01%
1,945
1870
$52.4K ﹤0.01%
2,215
1871
$52.3K ﹤0.01%
1,370
1872
$52.1K ﹤0.01%
3,278
-1,098
1873
$52.1K ﹤0.01%
445
-13
1874
$52K ﹤0.01%
3,988
+3,877
1875
$51.9K ﹤0.01%
858
+117
73 74
75
76 77