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
3401
– –
-996
3402
$673 ﹤0.01%
+19
3403
$672 ﹤0.01%
330
3404
– –
0
3405
– –
0
3406
– –
0
3407
$652 ﹤0.01%
22
-33
3408
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0
3409
$641 ﹤0.01%
844
3410
– –
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3411
$636 ﹤0.01%
10
-3
3412
$630 ﹤0.01%
+80
3413
$630 ﹤0.01%
500
3414
$629 ﹤0.01%
24
3415
$629 ﹤0.01%
19
+17
3416
$628 ﹤0.01%
427
-7
3417
$621 ﹤0.01%
150
3418
– –
0
3419
$606 ﹤0.01%
116
3420
$603 ﹤0.01%
+100
3421
$600 ﹤0.01%
55
3422
$599 ﹤0.01%
33
-7
3423
$595 ﹤0.01%
100
3424
$585 ﹤0.01%
8
3425
$581 ﹤0.01%
18
-28
135 136
137
138 139