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
1976
$41.7K ﹤0.01%
758
1977
$41.7K ﹤0.01%
1,818
+205
1978
$41.5K ﹤0.01%
604
-36
1979
$41.4K ﹤0.01%
371
1980
$41.4K ﹤0.01%
513
-56
1981
$41.2K ﹤0.01%
1,540
1982
$41.2K ﹤0.01%
975
-2
1983
$41.1K ﹤0.01%
3,496
-935
1984
$41K ﹤0.01%
750
+2
1985
$41K ﹤0.01%
1,056
-194
1986
$40.9K ﹤0.01%
230
+6
1987
$40.5K ﹤0.01%
2,973
+104
1988
$40.5K ﹤0.01%
2,537
+1,738
1989
$40.1K ﹤0.01%
142
+24
1990
$40.1K ﹤0.01%
1,252
-2,480
1991
$40K ﹤0.01%
+1,103
1992
$39.9K ﹤0.01%
424
-10
1993
$39.8K ﹤0.01%
380
1994
$39.8K ﹤0.01%
310
+12
1995
$39.7K ﹤0.01%
646
1996
$39.7K ﹤0.01%
355
+30
1997
$39.6K ﹤0.01%
689
+119
1998
$39.6K ﹤0.01%
1,534
-132
1999
$39.6K ﹤0.01%
+1,600
2000
$39.6K ﹤0.01%
750
+500
78 79
80
81 82