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
3576
$287 ﹤0.01%
37
-360
3577
$287 ﹤0.01%
10
3578
$286 ﹤0.01%
47
-35
3579
– –
0
3580
$285 ﹤0.01%
1,426
-5
3581
– –
0
3582
– –
0
3583
$280 ﹤0.01%
8
3584
$279 ﹤0.01%
10
3585
– –
0
3586
$278 ﹤0.01%
5
3587
$277 ﹤0.01%
114
3588
– –
0
3589
– –
0
3590
$275 ﹤0.01%
11
3591
– –
-35
3592
$266 ﹤0.01%
303
-75,802
3593
$265 ﹤0.01%
13
3594
$265 ﹤0.01%
3
3595
$263 ﹤0.01%
33
-50
3596
$262 ﹤0.01%
10
3597
$262 ﹤0.01%
259
-17
3598
– –
0
3599
– –
0
3600
$258 ﹤0.01%
9
142 143
144
145 146