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
3476
$466 ﹤0.01%
28
3477
$460 ﹤0.01%
20
-450
3478
$459 ﹤0.01%
16
3479
$459 ﹤0.01%
4
3480
$452 ﹤0.01%
13
3481
$452 ﹤0.01%
10,100
+10,050
3482
– –
0
3483
$450 ﹤0.01%
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3484
$448 ﹤0.01%
19
-9
3485
$447 ﹤0.01%
17
3486
$445 ﹤0.01%
15
3487
$441 ﹤0.01%
13
3488
$441 ﹤0.01%
9
3489
$440 ﹤0.01%
23
-4
3490
$439 ﹤0.01%
10
+6
3491
$437 ﹤0.01%
22
3492
$436 ﹤0.01%
10
3493
– –
0
3494
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3495
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0
3496
– –
-5
3497
– –
-193
3498
$424 ﹤0.01%
6
3499
$420 ﹤0.01%
5
3500
$416 ﹤0.01%
41
138 139
140
141 142