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
2026
$37.6K ﹤0.01%
770
+29
2027
$37.5K ﹤0.01%
188
+56
2028
$37.5K ﹤0.01%
2,260
2029
$37.4K ﹤0.01%
262
+26
2030
$37.4K ﹤0.01%
1,000
+600
2031
$37.3K ﹤0.01%
1,246
2032
$37.3K ﹤0.01%
808
-26
2033
$37.3K ﹤0.01%
3,334
-555
2034
$37.3K ﹤0.01%
2,508
+349
2035
$37.3K ﹤0.01%
7,326
+6,841
2036
$37.2K ﹤0.01%
1,581
-627
2037
$37.2K ﹤0.01%
945
+360
2038
$37K ﹤0.01%
500
2039
$37K ﹤0.01%
+1,579
2040
$36.9K ﹤0.01%
486
+11
2041
$36.8K ﹤0.01%
663
2042
$36.7K ﹤0.01%
697
+572
2043
$36.7K ﹤0.01%
1,418
-81
2044
$36.6K ﹤0.01%
+277
2045
$36.3K ﹤0.01%
7,985
2046
$36.3K ﹤0.01%
+725
2047
$36.2K ﹤0.01%
223
+4
2048
$36K ﹤0.01%
359
+279
2049
$35.9K ﹤0.01%
1,300
2050
$35.8K ﹤0.01%
582
+24
80 81
82
83 84