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
2326
$18.2K ﹤0.01%
373
-397
2327
$18.2K ﹤0.01%
522
-34
2328
$18.2K ﹤0.01%
196
+14
2329
$18.1K ﹤0.01%
547
+80
2330
$18.1K ﹤0.01%
151
-386
2331
$18K ﹤0.01%
411
2332
$18K ﹤0.01%
31
-1,456
2333
$18K ﹤0.01%
1,655
-966
2334
$17.9K ﹤0.01%
598
2335
$17.8K ﹤0.01%
632
+77
2336
$17.8K ﹤0.01%
240
2337
$17.8K ﹤0.01%
192
+23
2338
$17.7K ﹤0.01%
175
+53
2339
$17.7K ﹤0.01%
707
+517
2340
$17.6K ﹤0.01%
2,966
+1,500
2341
$17.6K ﹤0.01%
623
2342
$17.6K ﹤0.01%
421
+327
2343
$17.6K ﹤0.01%
+453
2344
$17.6K ﹤0.01%
195
2345
$17.5K ﹤0.01%
275
-31
2346
$17.5K ﹤0.01%
920
2347
$17.4K ﹤0.01%
1,836
-2,251
2348
$17.4K ﹤0.01%
609
-110
2349
$17.4K ﹤0.01%
1,813
2350
$17.4K ﹤0.01%
+672
92 93
94
95 96