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
2426
$14.9K ﹤0.01%
86
-2
2427
$14.9K ﹤0.01%
+530
2428
$14.8K ﹤0.01%
+1,000
2429
$14.8K ﹤0.01%
386
-418
2430
$14.8K ﹤0.01%
506
-242
2431
$14.8K ﹤0.01%
6,873
2432
$14.8K ﹤0.01%
585
-426
2433
$14.7K ﹤0.01%
487
-5,770
2434
$14.7K ﹤0.01%
311
+72
2435
$14.6K ﹤0.01%
+480
2436
$14.6K ﹤0.01%
74
-8
2437
$14.5K ﹤0.01%
411
2438
$14.5K ﹤0.01%
175
+15
2439
$14.4K ﹤0.01%
150
2440
$14.3K ﹤0.01%
82
+43
2441
$14.3K ﹤0.01%
256
-175
2442
$14.3K ﹤0.01%
230
-98
2443
$14.2K ﹤0.01%
2,662
2444
$14.2K ﹤0.01%
437
-123
2445
$14.2K ﹤0.01%
353
2446
$14.1K ﹤0.01%
467
+262
2447
$14.1K ﹤0.01%
211
-2
2448
$14K ﹤0.01%
341
-162
2449
$14K ﹤0.01%
564
+37
2450
$13.9K ﹤0.01%
200
96 97
98
99 100