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
1
$94.3M 2.91%
424,273
+85,862
2
$61.1M 1.89%
130,369
+30,288
3
$59.7M 1.84%
160,817
+43,249
4
$46.1M 1.42%
770,064
+417,113
5
$41M 1.26%
378,353
+29,508
6
$38.9M 1.2%
103,663
+11,712
7
$36.2M 1.12%
550,771
+22,319
8
$33.8M 1.04%
60,401
-54,686
9
$32.1M 0.99%
168,579
+11,127
10
$31.6M 0.97%
535,504
+28,319
11
$31.4M 0.97%
393,763
+3,563
12
$27.9M 0.86%
102,907
+3,277
13
$27.7M 0.85%
49,320
+2,366
14
$25.8M 0.79%
48,405
-751
15
$25.3M 0.78%
146,294
+26,069
16
$24.3M 0.75%
668,624
-153,565
17
$23.4M 0.72%
932,523
+39,437
18
$22.6M 0.7%
109,418
+8,673
19
$22M 0.68%
42,825
-3,138
20
$21.9M 0.68%
783,749
+30,935
21
$21.7M 0.67%
265,486
+19,800
22
$20.7M 0.64%
834,619
-382,200
23
$20.2M 0.62%
170,175
-3,315
24
$20.2M 0.62%
771,852
+2,144
25
$20M 0.62%
395,490
+14,710
1
2 3 4 5