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
2151
$28.1K ﹤0.01%
294
-19
2152
$28.1K ﹤0.01%
579
+11
2153
$28K ﹤0.01%
750
2154
$28K ﹤0.01%
165
-2
2155
$28K ﹤0.01%
390
-4
2156
$28K ﹤0.01%
929
+434
2157
$27.9K ﹤0.01%
1,383
+42
2158
$27.9K ﹤0.01%
1,433
-2,033
2159
$27.9K ﹤0.01%
318
+41
2160
$27.8K ﹤0.01%
1,704
+130
2161
$27.7K ﹤0.01%
+2,000
2162
$27.7K ﹤0.01%
1,372
+372
2163
$27.5K ﹤0.01%
314
+13
2164
$27.4K ﹤0.01%
2,900
-1
2165
$27.4K ﹤0.01%
550
+56
2166
$27.4K ﹤0.01%
1,405
+82
2167
$27.3K ﹤0.01%
2,075
2168
$27K ﹤0.01%
221
+49
2169
$27K ﹤0.01%
550
2170
$26.9K ﹤0.01%
1,224
+65
2171
$26.8K ﹤0.01%
3,738
+1,878
2172
$26.8K ﹤0.01%
333
-72
2173
$26.7K ﹤0.01%
2,296
-25
2174
$26.5K ﹤0.01%
189
2175
$26.4K ﹤0.01%
+2,315
85 86
87
88 89