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
1876
$51.8K ﹤0.01%
3,648
+807
1877
$51.5K ﹤0.01%
1,847
-955
1878
$51.2K ﹤0.01%
3,313
-91
1879
$50.7K ﹤0.01%
287
-31
1880
$50.6K ﹤0.01%
972
+129
1881
$50.6K ﹤0.01%
+1,455
1882
$50.5K ﹤0.01%
434
-11
1883
$50.4K ﹤0.01%
+1,060
1884
$50.4K ﹤0.01%
1,092
+328
1885
$50.3K ﹤0.01%
6,620
+4,620
1886
$50K ﹤0.01%
1,855
1887
$49.9K ﹤0.01%
3,212
+20
1888
$49.8K ﹤0.01%
832
+4
1889
$49.7K ﹤0.01%
1,003
1890
$49.7K ﹤0.01%
3,576
-192
1891
$49.7K ﹤0.01%
85
-28
1892
$49.7K ﹤0.01%
2,722
+2,270
1893
$49.7K ﹤0.01%
3,400
1894
$49.6K ﹤0.01%
1,577
-136
1895
$49.5K ﹤0.01%
796
-350
1896
$49.5K ﹤0.01%
3,417
1897
$49.5K ﹤0.01%
1,395
1898
$49.4K ﹤0.01%
+2,284
1899
$49.4K ﹤0.01%
2,329
1900
$49.4K ﹤0.01%
1,242
+1,092
74 75
76
77 78