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
2501
$5.87K ﹤0.01%
165
-45
2502
$5.86K ﹤0.01%
242
-1,536
2503
$5.83K ﹤0.01%
107
2504
$5.83K ﹤0.01%
232
2505
$5.8K ﹤0.01%
65
-741
2506
$5.78K ﹤0.01%
170
-240
2507
$5.73K ﹤0.01%
220
2508
$5.7K ﹤0.01%
1,000
2509
$5.7K ﹤0.01%
1,000
2510
$5.68K ﹤0.01%
112
-445
2511
$5.67K ﹤0.01%
222
2512
$5.65K ﹤0.01%
41
-25
2513
$5.65K ﹤0.01%
4
2514
$5.61K ﹤0.01%
106
-137
2515
$5.61K ﹤0.01%
112
-1,261
2516
$5.6K ﹤0.01%
129
-7
2517
$5.59K ﹤0.01%
120
-314
2518
$5.59K ﹤0.01%
500
2519
$5.55K ﹤0.01%
94
-500
2520
$5.53K ﹤0.01%
154
-8
2521
$5.51K ﹤0.01%
57
-70
2522
$5.5K ﹤0.01%
48
-263
2523
$5.47K ﹤0.01%
506
2524
$5.46K ﹤0.01%
142
-868
2525
$5.46K ﹤0.01%
100
99 100
101
102 103