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
2401
$15.5K ﹤0.01%
65
2402
$15.5K ﹤0.01%
+4,093
2403
$15.5K ﹤0.01%
300
2404
$15.5K ﹤0.01%
1,360
2405
$15.4K ﹤0.01%
569
+17
2406
$15.4K ﹤0.01%
375
-20
2407
$15.4K ﹤0.01%
170
-198
2408
$15.4K ﹤0.01%
192
-27
2409
$15.3K ﹤0.01%
168
+18
2410
$15.3K ﹤0.01%
2,000
2411
$15.2K ﹤0.01%
1,058
-65
2412
$15.2K ﹤0.01%
404
2413
$15.2K ﹤0.01%
1,234
+17
2414
$15.1K ﹤0.01%
45
-532
2415
$15.1K ﹤0.01%
145
2416
$15.1K ﹤0.01%
131
-1,558
2417
$15.1K ﹤0.01%
27
-2,264
2418
$15.1K ﹤0.01%
621
+306
2419
$15.1K ﹤0.01%
5,342
+5,341
2420
$15K ﹤0.01%
500
2421
$15K ﹤0.01%
324
+201
2422
$15K ﹤0.01%
1,897
-238
2423
$15K ﹤0.01%
796
-62
2424
$14.9K ﹤0.01%
315
2425
$14.9K ﹤0.01%
+562
95 96
97
98 99