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
3601
– –
0
3602
– –
0
3603
– –
0
3604
$255 ﹤0.01%
9
3605
$253 ﹤0.01%
10
3606
– –
0
3607
$249 ﹤0.01%
42
3608
$247 ﹤0.01%
6
3609
$247 ﹤0.01%
3
3610
– –
0
3611
$247 ﹤0.01%
41
3612
– –
0
3613
$245 ﹤0.01%
12
3614
– –
0
3615
– –
0
3616
$241 ﹤0.01%
4
3617
$240 ﹤0.01%
26
3618
$237 ﹤0.01%
6
+4
3619
– –
0
3620
$234 ﹤0.01%
34
3621
– –
0
3622
$233 ﹤0.01%
18
3623
$233 ﹤0.01%
3
3624
$232 ﹤0.01%
52
3625
$232 ﹤0.01%
5
143 144
145
146 147