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
1926
$46.5K ﹤0.01%
1,975
1927
$46.5K ﹤0.01%
1,330
+1,017
1928
$46.3K ﹤0.01%
1,253
1929
$46.3K ﹤0.01%
3,875
1930
$46.3K ﹤0.01%
1,909
+144
1931
$46.3K ﹤0.01%
169
+27
1932
$46.1K ﹤0.01%
1,939
-1,211
1933
$45.9K ﹤0.01%
1,395
-271
1934
$45.7K ﹤0.01%
3,882
-4,935
1935
$45.6K ﹤0.01%
651
1936
$45.5K ﹤0.01%
1,609
-34
1937
$45.5K ﹤0.01%
6,227
+6,214
1938
$45.3K ﹤0.01%
9,200
-3,142
1939
$45K ﹤0.01%
2,300
+500
1940
$45K ﹤0.01%
224
-130
1941
$44.9K ﹤0.01%
7,900
-2,500
1942
$44.8K ﹤0.01%
677
+47
1943
$44.8K ﹤0.01%
+1,654
1944
$44.7K ﹤0.01%
4,225
-15,980
1945
$44.4K ﹤0.01%
480
-1,736
1946
$44.2K ﹤0.01%
3,501
1947
$43.9K ﹤0.01%
1,110
+6
1948
$43.6K ﹤0.01%
574
-220
1949
$43.6K ﹤0.01%
2,542
-1,875
1950
$43.5K ﹤0.01%
1,097
-400
76 77
78
79 80