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
3626
– –
0
3627
$229 ﹤0.01%
53
-118
3628
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3629
$229 ﹤0.01%
9
3630
$229 ﹤0.01%
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3631
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3632
$227 ﹤0.01%
19
3633
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3634
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3635
$223 ﹤0.01%
7
-2,399
3636
$222 ﹤0.01%
22
3637
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0
3638
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3639
$220 ﹤0.01%
26
3640
$219 ﹤0.01%
10
3641
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0
3642
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3643
$217 ﹤0.01%
15
3644
$217 ﹤0.01%
11
3645
– –
0
3646
– –
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3647
$215 ﹤0.01%
100
-2,000
3648
– –
0
3649
$211 ﹤0.01%
14
3650
– –
0
144 145
146
147 148