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
3551
$317 ﹤0.01%
14
3552
– –
0
3553
$315 ﹤0.01%
5
3554
– –
-129
3555
$312 ﹤0.01%
15
-21
3556
$310 ﹤0.01%
16
3557
$308 ﹤0.01%
9
3558
– –
-2,713
3559
$305 ﹤0.01%
17
3560
$304 ﹤0.01%
11
3561
– –
0
3562
$303 ﹤0.01%
17
3563
$302 ﹤0.01%
51
3564
– –
-9
3565
$299 ﹤0.01%
7
3566
– –
0
3567
– –
0
3568
– –
0
3569
$294 ﹤0.01%
3
3570
– –
0
3571
$294 ﹤0.01%
22
3572
– –
0
3573
$293 ﹤0.01%
2
3574
$289 ﹤0.01%
+90
3575
– –
-39
141 142
143
144 145