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
3651
$210 ﹤0.01%
8
3652
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3653
$208 ﹤0.01%
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3654
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3655
$206 ﹤0.01%
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3656
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3657
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3658
$206 ﹤0.01%
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3659
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3660
$206 ﹤0.01%
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3661
$204 ﹤0.01%
7
3662
$204 ﹤0.01%
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3663
$203 ﹤0.01%
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3664
$203 ﹤0.01%
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3665
$201 ﹤0.01%
2
3666
$201 ﹤0.01%
2
3667
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0
3668
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3669
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3670
$200 ﹤0.01%
46
3671
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0
3672
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0
3673
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3674
$198 ﹤0.01%
11
3675
$196 ﹤0.01%
12
145 146
147
148 149