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
2076
$32.6K ﹤0.01%
1,277
+182
2077
$32.5K ﹤0.01%
450
+111
2078
$32.5K ﹤0.01%
2,247
-14,025
2079
$32.5K ﹤0.01%
307
+287
2080
$32.4K ﹤0.01%
494
2081
$32.3K ﹤0.01%
1,608
+181
2082
$32.3K ﹤0.01%
970
+271
2083
$32.2K ﹤0.01%
1,215
2084
$32.2K ﹤0.01%
4,000
2085
$32.2K ﹤0.01%
430
2086
$32K ﹤0.01%
386
+18
2087
$31.9K ﹤0.01%
355
+9
2088
$31.9K ﹤0.01%
432
-321
2089
$31.7K ﹤0.01%
315
+1
2090
$31.6K ﹤0.01%
806
2091
$31.6K ﹤0.01%
1,415
+19
2092
$31.6K ﹤0.01%
4,318
2093
$31.5K ﹤0.01%
3,071
+68
2094
$31.5K ﹤0.01%
1,629
-40
2095
$31.3K ﹤0.01%
2,304
+1,564
2096
$31.2K ﹤0.01%
240
+133
2097
$31.2K ﹤0.01%
455
+338
2098
$31.2K ﹤0.01%
2,375
+1,300
2099
$31.1K ﹤0.01%
+1,317
2100
$30.8K ﹤0.01%
2,368
+50
82 83
84
85 86