IA

IFP Advisors Portfolio holdings

AUM $4.82B
1-Year Est. Return 20.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.3B
AUM Growth
-$1.45B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,711
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$15.3M
3
+$13.8M
4
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$12.9M
5
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$12.5M

Top Sells

1
+$60.2M
2
+$32M
3
+$25.6M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$24.3M
5
FTGC icon
First Trust Global Tactical Commodity Strategy Fund
FTGC
+$21.5M

Sector Composition

1 Communication Services 8.64%
2 Consumer Discretionary 4.54%
3 Technology 4.42%
4 Financials 3%
5 Healthcare 2.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$6.34K ﹤0.01%
498
-12,902
2477
$6.33K ﹤0.01%
123
-438
2478
$6.3K ﹤0.01%
67
-408
2479
$6.29K ﹤0.01%
400
-16
2480
$6.28K ﹤0.01%
100
2481
$6.28K ﹤0.01%
780
+9
2482
$6.27K ﹤0.01%
369
-203
2483
$6.2K ﹤0.01%
285
-111
2484
$6.19K ﹤0.01%
316
-3,163
2485
$6.16K ﹤0.01%
198
+77
2486
$6.15K ﹤0.01%
36,209
-34,356
2487
$6.15K ﹤0.01%
533
-1,900
2488
$6.14K ﹤0.01%
155
-420
2489
$6.12K ﹤0.01%
321
-196
2490
$6.11K ﹤0.01%
124
-114
2491
$6.04K ﹤0.01%
48
+32
2492
$6.04K ﹤0.01%
151
-62
2493
$6.03K ﹤0.01%
125
-10
2494
$6.03K ﹤0.01%
136
-425
2495
$6.01K ﹤0.01%
165
-242
2496
$6.01K ﹤0.01%
604
-1,992
2497
$5.97K ﹤0.01%
205
+3
2498
$5.94K ﹤0.01%
154
-1,968
2499
$5.9K ﹤0.01%
10
-10
2500
$5.89K ﹤0.01%
61
-2,889
98 99
100
101 102