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
2276
$20.7K ﹤0.01%
22,215
2277
$20.6K ﹤0.01%
835
+485
2278
$20.6K ﹤0.01%
426
-8
2279
$20.5K ﹤0.01%
223
-1
2280
$20.3K ﹤0.01%
1,429
-3,519
2281
$20.3K ﹤0.01%
600
2282
$20.2K ﹤0.01%
848
+36
2283
$20.2K ﹤0.01%
1,090
-4,067
2284
$20.2K ﹤0.01%
503
2285
$20K ﹤0.01%
2,445
2286
$20K ﹤0.01%
211
-15
2287
$19.9K ﹤0.01%
454
2288
$19.9K ﹤0.01%
1,009
2289
$19.9K ﹤0.01%
1,547
-752
2290
$19.8K ﹤0.01%
174
+21
2291
$19.6K ﹤0.01%
5,205
-71
2292
$19.6K ﹤0.01%
800
2293
$19.5K ﹤0.01%
1,640
+1,500
2294
$19.4K ﹤0.01%
+1,000
2295
$19.4K ﹤0.01%
1,230
+144
2296
$19.3K ﹤0.01%
1,500
2297
$19.3K ﹤0.01%
357
-11
2298
$19.2K ﹤0.01%
605
2299
$19.2K ﹤0.01%
114
+19
2300
$19.1K ﹤0.01%
391
90 91
92
93 94