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
3701
$175 ﹤0.01%
5
3702
– –
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3703
$175 ﹤0.01%
19
3704
$174 ﹤0.01%
12
3705
$174 ﹤0.01%
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3706
$173 ﹤0.01%
1
3707
$172 ﹤0.01%
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3708
$172 ﹤0.01%
24
3709
$171 ﹤0.01%
7
3710
$171 ﹤0.01%
103
3711
$171 ﹤0.01%
5
3712
$171 ﹤0.01%
12
3713
$170 ﹤0.01%
250
3714
$170 ﹤0.01%
3
3715
– –
0
3716
$169 ﹤0.01%
12
3717
$169 ﹤0.01%
16
3718
– –
0
3719
$167 ﹤0.01%
19
3720
– –
0
3721
– –
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3722
$167 ﹤0.01%
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3723
$166 ﹤0.01%
16
3724
$166 ﹤0.01%
6
3725
$165 ﹤0.01%
2
147 148
149
150 151