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
2376
$16.4K ﹤0.01%
118
+20
2377
$16.4K ﹤0.01%
1,906
2378
$16.3K ﹤0.01%
729
2379
$16.2K ﹤0.01%
686
+93
2380
$16.2K ﹤0.01%
802
2381
$16.2K ﹤0.01%
2,941
-154
2382
$16.1K ﹤0.01%
496
-270
2383
$16.1K ﹤0.01%
157
-19
2384
$16K ﹤0.01%
+620
2385
$16K ﹤0.01%
300
2386
$15.9K ﹤0.01%
123
-40
2387
$15.9K ﹤0.01%
2,833
2388
$15.9K ﹤0.01%
+631
2389
$15.9K ﹤0.01%
1,121
+595
2390
$15.9K ﹤0.01%
469
2391
$15.8K ﹤0.01%
+1,200
2392
$15.7K ﹤0.01%
615
2393
$15.7K ﹤0.01%
103
-53
2394
$15.7K ﹤0.01%
388
-5
2395
$15.7K ﹤0.01%
98
2396
$15.7K ﹤0.01%
199
2397
$15.7K ﹤0.01%
1,025
+25
2398
$15.6K ﹤0.01%
410
2399
$15.6K ﹤0.01%
434
2400
$15.6K ﹤0.01%
232
-4
94 95
96
97 98