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
2051
$35.5K ﹤0.01%
323
2052
$35.2K ﹤0.01%
897
+40
2053
$35.2K ﹤0.01%
564
-85
2054
$34.7K ﹤0.01%
2,200
2055
$34.7K ﹤0.01%
+1,400
2056
$34.6K ﹤0.01%
324
2057
$34.6K ﹤0.01%
2,290
+261
2058
$34.5K ﹤0.01%
1,323
+4
2059
$34.4K ﹤0.01%
725
2060
$34.4K ﹤0.01%
2,155
+168
2061
$34.4K ﹤0.01%
1,441
-155
2062
$34.2K ﹤0.01%
528
-552
2063
$34.1K ﹤0.01%
2,212
+541
2064
$34.1K ﹤0.01%
154
+37
2065
$34K ﹤0.01%
1,271
+94
2066
$34K ﹤0.01%
533
+8
2067
$33.9K ﹤0.01%
783
2068
$33.8K ﹤0.01%
2,389
+49
2069
$33.7K ﹤0.01%
+1,158
2070
$33.4K ﹤0.01%
236
+9
2071
$33.3K ﹤0.01%
868
+4
2072
$33.2K ﹤0.01%
1,125
2073
$33K ﹤0.01%
1,283
+994
2074
$33K ﹤0.01%
1,255
2075
$32.9K ﹤0.01%
533
+63
81 82
83
84 85