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
2201
$25.4K ﹤0.01%
2,000
2202
$25.3K ﹤0.01%
1,000
2203
$25.3K ﹤0.01%
192
+5
2204
$25.2K ﹤0.01%
+998
2205
$25.1K ﹤0.01%
735
+160
2206
$25.1K ﹤0.01%
907
+900
2207
$25.1K ﹤0.01%
1,190
+1,074
2208
$25.1K ﹤0.01%
+924
2209
$25K ﹤0.01%
5,824
-1,000
2210
$25K ﹤0.01%
739
2211
$25K ﹤0.01%
594
-1
2212
$25K ﹤0.01%
140
+4
2213
$24.9K ﹤0.01%
18,479
+1,000
2214
$24.9K ﹤0.01%
301
+28
2215
$24.8K ﹤0.01%
275
+34
2216
$24.7K ﹤0.01%
1,083
+9
2217
$24.6K ﹤0.01%
195
+3
2218
$24.6K ﹤0.01%
866
+116
2219
$24.5K ﹤0.01%
578
-2
2220
$24.5K ﹤0.01%
829
-125
2221
$24.4K ﹤0.01%
335
2222
$24.2K ﹤0.01%
479
+2
2223
$24.2K ﹤0.01%
2,496
+754
2224
$24.1K ﹤0.01%
1,585
2225
$24.1K ﹤0.01%
175
87 88
89
90 91