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
2101
$30.8K ﹤0.01%
521
+84
2102
$30.8K ﹤0.01%
757
-53
2103
$30.6K ﹤0.01%
3,401
-584
2104
$30.5K ﹤0.01%
1,620
+1,395
2105
$30.5K ﹤0.01%
702
2106
$30.5K ﹤0.01%
719
+5
2107
$30.5K ﹤0.01%
492
+170
2108
$30.5K ﹤0.01%
6,392
2109
$30.5K ﹤0.01%
624
+51
2110
$30.4K ﹤0.01%
967
2111
$30.4K ﹤0.01%
562
-30
2112
$30.3K ﹤0.01%
1,000
2113
$30.2K ﹤0.01%
1,756
-1,585
2114
$30.1K ﹤0.01%
1,000
2115
$30K ﹤0.01%
+592
2116
$29.9K ﹤0.01%
81
+44
2117
$29.8K ﹤0.01%
5,000
2118
$29.8K ﹤0.01%
3,000
2119
$29.7K ﹤0.01%
370
-1
2120
$29.7K ﹤0.01%
226
+35
2121
$29.7K ﹤0.01%
+1,242
2122
$29.6K ﹤0.01%
676
+100
2123
$29.6K ﹤0.01%
771
+318
2124
$29.6K ﹤0.01%
4,589
+2,300
2125
$29.6K ﹤0.01%
2,022
+477
83 84
85
86 87