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
3351
$911 ﹤0.01%
+4
3352
$908 ﹤0.01%
20
3353
$904 ﹤0.01%
+167
3354
$898 ﹤0.01%
53
3355
$893 ﹤0.01%
12
+11
3356
$889 ﹤0.01%
+33
3357
$888 ﹤0.01%
34
-150
3358
$888 ﹤0.01%
625
3359
$877 ﹤0.01%
11
-2
3360
$876 ﹤0.01%
230
-592
3361
$875 ﹤0.01%
40
+7
3362
$870 ﹤0.01%
+39
3363
$861 ﹤0.01%
15
+10
3364
$860 ﹤0.01%
29
3365
$852 ﹤0.01%
18
+14
3366
$851 ﹤0.01%
226
3367
$849 ﹤0.01%
41
3368
$836 ﹤0.01%
147
3369
$834 ﹤0.01%
42
+40
3370
$832 ﹤0.01%
358
-502
3371
– –
0
3372
$813 ﹤0.01%
30
+28
3373
– –
0
3374
$800 ﹤0.01%
44
-44
3375
$783 ﹤0.01%
61
-13
133 134
135
136 137