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
2301
$19K ﹤0.01%
262
2302
$19K ﹤0.01%
14
-10
2303
$19K ﹤0.01%
987
-364
2304
$19K ﹤0.01%
412
-15
2305
$19K ﹤0.01%
265
+49
2306
$18.9K ﹤0.01%
2,507
+561
2307
$18.9K ﹤0.01%
542
+80
2308
$18.9K ﹤0.01%
454
+131
2309
$18.8K ﹤0.01%
+204
2310
$18.8K ﹤0.01%
921
-251
2311
$18.7K ﹤0.01%
46,198
-55
2312
$18.7K ﹤0.01%
2,000
-43
2313
$18.5K ﹤0.01%
97
+44
2314
$18.5K ﹤0.01%
1,700
2315
$18.4K ﹤0.01%
110
2316
$18.4K ﹤0.01%
700
2317
$18.4K ﹤0.01%
200
+101
2318
$18.4K ﹤0.01%
772
2319
$18.4K ﹤0.01%
422
+1
2320
$18.4K ﹤0.01%
1,254
-865
2321
$18.4K ﹤0.01%
239
+2
2322
$18.3K ﹤0.01%
309
2323
$18.3K ﹤0.01%
60
+1
2324
$18.3K ﹤0.01%
2,860
+63
2325
$18.2K ﹤0.01%
404
-5
91 92
93
94 95