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
2176
$26.4K ﹤0.01%
+341
2177
$26.4K ﹤0.01%
2,650
2178
$26.3K ﹤0.01%
875
-27
2179
$26.2K ﹤0.01%
420
-40
2180
$26.2K ﹤0.01%
124
2181
$26.2K ﹤0.01%
7,011
2182
$26.1K ﹤0.01%
1,050
+100
2183
$26.1K ﹤0.01%
117
-89
2184
$26K ﹤0.01%
3,238
2185
$26K ﹤0.01%
608
+301
2186
$26K ﹤0.01%
285
2187
$26K ﹤0.01%
2,000
-2,000
2188
$26K ﹤0.01%
+1,600
2189
$26K ﹤0.01%
2,976
+69
2190
$25.8K ﹤0.01%
6,850
+682
2191
$25.7K ﹤0.01%
800
2192
$25.6K ﹤0.01%
569
2193
$25.6K ﹤0.01%
497
+6
2194
$25.6K ﹤0.01%
3,996
+350
2195
$25.6K ﹤0.01%
579
-1,264
2196
$25.5K ﹤0.01%
1,333
+64
2197
$25.5K ﹤0.01%
812
-126
2198
$25.4K ﹤0.01%
253
+1
2199
$25.4K ﹤0.01%
906
2200
$25.4K ﹤0.01%
1,189
+170
86 87
88
89 90