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
2126
$29.4K ﹤0.01%
4,985
-2,000
2127
$29.4K ﹤0.01%
389
2128
$29.4K ﹤0.01%
494
+136
2129
$29.4K ﹤0.01%
824
-250
2130
$29.3K ﹤0.01%
1,409
2131
$29.3K ﹤0.01%
133
-5
2132
$29.2K ﹤0.01%
479
+77
2133
$29.1K ﹤0.01%
136
+5
2134
$29.1K ﹤0.01%
1,207
+2
2135
$29K ﹤0.01%
5,176
+190
2136
$29K ﹤0.01%
335
2137
$29K ﹤0.01%
+2,974
2138
$28.9K ﹤0.01%
147
-25
2139
$28.9K ﹤0.01%
505
+23
2140
$28.9K ﹤0.01%
1,360
+51
2141
$28.9K ﹤0.01%
587
+196
2142
$28.9K ﹤0.01%
2,900
2143
$28.8K ﹤0.01%
995
2144
$28.6K ﹤0.01%
508
-23
2145
$28.5K ﹤0.01%
348
2146
$28.4K ﹤0.01%
1,400
2147
$28.3K ﹤0.01%
3,407
-402
2148
$28.3K ﹤0.01%
402
-118
2149
$28.2K ﹤0.01%
122
-11
2150
$28.2K ﹤0.01%
2,823
-54
84 85
86
87 88