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
2226
$24.1K ﹤0.01%
1,162
-55
2227
$23.9K ﹤0.01%
15,000
2228
$23.7K ﹤0.01%
1,100
2229
$23.6K ﹤0.01%
489
-15
2230
$23.5K ﹤0.01%
+267
2231
$23.4K ﹤0.01%
4,000
2232
$23.3K ﹤0.01%
863
-102
2233
$23.3K ﹤0.01%
89
-6
2234
$23.2K ﹤0.01%
+965
2235
$23.1K ﹤0.01%
294
-2
2236
$23K ﹤0.01%
311
-19
2237
$23K ﹤0.01%
292
-376
2238
$22.9K ﹤0.01%
1,282
-5,603
2239
$22.9K ﹤0.01%
3,796
+118
2240
$22.8K ﹤0.01%
1,600
2241
$22.8K ﹤0.01%
480
+201
2242
$22.7K ﹤0.01%
467
+2
2243
$22.7K ﹤0.01%
1,334
2244
$22.5K ﹤0.01%
1,712
2245
$22.4K ﹤0.01%
869
+8
2246
$22.3K ﹤0.01%
640
2247
$22.3K ﹤0.01%
557
-67,935
2248
$22.3K ﹤0.01%
640
2249
$22.3K ﹤0.01%
276
2250
$22.2K ﹤0.01%
+481
88 89
90
91 92