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
2251
$22.2K ﹤0.01%
840
+110
2252
$22.2K ﹤0.01%
186
+69
2253
$22.1K ﹤0.01%
201
-91
2254
$22K ﹤0.01%
285
+205
2255
$22K ﹤0.01%
699
+563
2256
$22K ﹤0.01%
69
+14
2257
$21.9K ﹤0.01%
1,302
-7,624
2258
$21.9K ﹤0.01%
265
+41
2259
$21.8K ﹤0.01%
1,200
2260
$21.7K ﹤0.01%
178
-37
2261
$21.6K ﹤0.01%
201
+6
2262
$21.6K ﹤0.01%
429
-415
2263
$21.5K ﹤0.01%
600
2264
$21.5K ﹤0.01%
+1,496
2265
$21.4K ﹤0.01%
190
2266
$21.4K ﹤0.01%
638
2267
$21.3K ﹤0.01%
192
+37
2268
$21.2K ﹤0.01%
89
2269
$21K ﹤0.01%
1,000
-350
2270
$20.9K ﹤0.01%
850
2271
$20.9K ﹤0.01%
348
-48
2272
$20.8K ﹤0.01%
948
+276
2273
$20.7K ﹤0.01%
1,366
+104
2274
$20.7K ﹤0.01%
528
+466
2275
$20.7K ﹤0.01%
2,358
-1,106
89 90
91
92 93