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
201
$3.68M 0.11%
90,492
+5,428
202
$3.65M 0.11%
79,636
+10,892
203
$3.63M 0.11%
60,969
+13,243
204
$3.62M 0.11%
135,790
+33,087
205
$3.62M 0.11%
13,672
+562
206
$3.59M 0.11%
30,358
+1,934
207
$3.57M 0.11%
6,960
+1,598
208
$3.56M 0.11%
15,037
+2,936
209
$3.53M 0.11%
14,941
+581
210
$3.51M 0.11%
16,571
+274
211
$3.51M 0.11%
19,515
+6,739
212
$3.49M 0.11%
11,186
+266
213
$3.48M 0.11%
92,826
-3,199
214
$3.47M 0.11%
43,157
-4,743
215
$3.46M 0.11%
91,172
-261,421
216
$3.46M 0.11%
18,539
+1,114
217
$3.43M 0.11%
20,659
+1,583
218
$3.41M 0.11%
55,213
-1,909
219
$3.38M 0.1%
35,533
-3,837
220
$3.38M 0.1%
108,191
+20,820
221
$3.36M 0.1%
147,755
+27,645
222
$3.35M 0.1%
12,965
+292
223
$3.35M 0.1%
184,513
+44,159
224
$3.35M 0.1%
10,837
-768
225
$3.33M 0.1%
9,638
+194
7 8
9
10 11