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
3451
– –
0
3452
$529 ﹤0.01%
+30
3453
$529 ﹤0.01%
125
3454
$528 ﹤0.01%
+5
3455
$525 ﹤0.01%
434
3456
$524 ﹤0.01%
3
-1,195
3457
$523 ﹤0.01%
8
+5
3458
$520 ﹤0.01%
10
3459
– –
0
3460
– –
0
3461
$497 ﹤0.01%
40
3462
$495 ﹤0.01%
29
3463
$495 ﹤0.01%
4
3464
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0
3465
$489 ﹤0.01%
22
3466
– –
0
3467
$485 ﹤0.01%
179
-506
3468
$484 ﹤0.01%
14
3469
$483 ﹤0.01%
16
-38
3470
$483 ﹤0.01%
23
3471
– –
0
3472
$473 ﹤0.01%
12
3473
– –
0
3474
– –
0
3475
$466 ﹤0.01%
3
-1
137 138
139
140 141