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
176
$4.05M 0.13%
218,067
-416,402
177
$4.05M 0.12%
57,960
+2,118
178
$4.02M 0.12%
105,545
+18,905
179
$4.02M 0.12%
110,907
+14,694
180
$4.01M 0.12%
112,490
+1,615
181
$4.01M 0.12%
45,981
-1,858
182
$3.99M 0.12%
50,572
+14,703
183
$3.99M 0.12%
150,788
+6,531
184
$3.98M 0.12%
27,286
-3,777
185
$3.95M 0.12%
67,518
-6,817
186
$3.93M 0.12%
35,380
+3,278
187
$3.92M 0.12%
39,760
+333
188
$3.92M 0.12%
68,583
-67,815
189
$3.9M 0.12%
4,893
+2,944
190
$3.89M 0.12%
6,396
+236
191
$3.88M 0.12%
77,145
+47,182
192
$3.87M 0.12%
42,206
-15,730
193
$3.85M 0.12%
54,275
-15,465
194
$3.84M 0.12%
129,086
+16,427
195
$3.84M 0.12%
58,989
+8,216
196
$3.84M 0.12%
42,812
-23,726
197
$3.83M 0.12%
42,596
+7,310
198
$3.81M 0.12%
76,703
+30,817
199
$3.81M 0.12%
122,123
+18,512
200
$3.77M 0.12%
25,999
+6,370
6 7
8
9 10