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
3376
$773 ﹤0.01%
32
3377
$772 ﹤0.01%
200
3378
$770 ﹤0.01%
14
3379
– –
0
3380
$758 ﹤0.01%
+4
3381
$757 ﹤0.01%
58
3382
$753 ﹤0.01%
+12
3383
$746 ﹤0.01%
120
3384
$742 ﹤0.01%
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3385
$736 ﹤0.01%
141
+53
3386
$736 ﹤0.01%
15
3387
$728 ﹤0.01%
150
-1
3388
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0
3389
$715 ﹤0.01%
28
3390
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0
3391
$713 ﹤0.01%
80
3392
– –
0
3393
$708 ﹤0.01%
38
-10
3394
$705 ﹤0.01%
8
3395
$705 ﹤0.01%
161
3396
– –
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3397
$699 ﹤0.01%
128
-3,788
3398
$697 ﹤0.01%
25
-290
3399
$691 ﹤0.01%
27
-27
3400
$688 ﹤0.01%
50
-33
134 135
136
137 138