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
3501
$414 ﹤0.01%
6
3502
$413 ﹤0.01%
12
3503
– –
0
3504
$408 ﹤0.01%
8
3505
$406 ﹤0.01%
7
3506
$406 ﹤0.01%
37
3507
– –
0
3508
– –
0
3509
$399 ﹤0.01%
28
3510
$398 ﹤0.01%
53
3511
$398 ﹤0.01%
16
3512
– –
0
3513
$396 ﹤0.01%
500
3514
$389 ﹤0.01%
2
3515
$387 ﹤0.01%
+11
3516
$387 ﹤0.01%
100
3517
– –
0
3518
– –
0
3519
$381 ﹤0.01%
10
-14
3520
$380 ﹤0.01%
+89
3521
$380 ﹤0.01%
5
3522
– –
0
3523
$374 ﹤0.01%
13
3524
$369 ﹤0.01%
13
3525
$368 ﹤0.01%
11
-4
139 140
141
142 143