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
1901
$49.1K ﹤0.01%
1,127
-202
1902
$49.1K ﹤0.01%
1,944
-6,345
1903
$49.1K ﹤0.01%
+650
1904
$48.7K ﹤0.01%
1,420
-393
1905
$48.7K ﹤0.01%
+1,000
1906
$48.7K ﹤0.01%
1,441
-19
1907
$48.4K ﹤0.01%
2,330
-200
1908
$48.3K ﹤0.01%
408
+290
1909
$48.2K ﹤0.01%
8,036
+4,018
1910
$48.2K ﹤0.01%
936
-495
1911
$48.2K ﹤0.01%
460
-46
1912
$48.1K ﹤0.01%
3,133
+34
1913
$47.8K ﹤0.01%
1,088
-209
1914
$47.8K ﹤0.01%
+1,425
1915
$47.7K ﹤0.01%
2,000
1916
$47.7K ﹤0.01%
748
-3,927
1917
$47.5K ﹤0.01%
1,668
1918
$47.5K ﹤0.01%
729
-1
1919
$47.4K ﹤0.01%
4,083
+150
1920
$47.4K ﹤0.01%
2,150
1921
$47.3K ﹤0.01%
2,750
-1,830
1922
$46.8K ﹤0.01%
729
1923
$46.8K ﹤0.01%
582
+116
1924
$46.7K ﹤0.01%
2,055
+1,070
1925
$46.6K ﹤0.01%
1,021
75 76
77
78 79