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
2451
$13.9K ﹤0.01%
309
-62
2452
$13.9K ﹤0.01%
252
-307
2453
$13.9K ﹤0.01%
400
+337
2454
$13.8K ﹤0.01%
+300
2455
$13.8K ﹤0.01%
1,477
-196
2456
$13.8K ﹤0.01%
1,700
2457
$13.8K ﹤0.01%
1,045
2458
$13.8K ﹤0.01%
2,500
2459
$13.7K ﹤0.01%
232
2460
$13.6K ﹤0.01%
595
+166
2461
$13.6K ﹤0.01%
133
+36
2462
$13.6K ﹤0.01%
+200
2463
$13.6K ﹤0.01%
300
2464
$13.5K ﹤0.01%
549
+112
2465
$13.4K ﹤0.01%
251
+24
2466
$13.4K ﹤0.01%
123
-5
2467
$13.4K ﹤0.01%
152
+51
2468
$13.4K ﹤0.01%
212
2469
$13.4K ﹤0.01%
386
2470
$13.3K ﹤0.01%
206
+145
2471
$13.2K ﹤0.01%
389
+201
2472
$13.2K ﹤0.01%
300
2473
$13.2K ﹤0.01%
65
+19
2474
$13.2K ﹤0.01%
365
2475
$13.2K ﹤0.01%
500
-300
97 98
99
100 101