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
3726
– –
0
3727
– –
0
3728
$164 ﹤0.01%
28
3729
– –
0
3730
– –
0
3731
$162 ﹤0.01%
30
3732
$161 ﹤0.01%
5
3733
$161 ﹤0.01%
18
3734
$159 ﹤0.01%
39
3735
$157 ﹤0.01%
12
3736
– –
0
3737
$155 ﹤0.01%
5
3738
$154 ﹤0.01%
6
-1
3739
– –
0
3740
$154 ﹤0.01%
57
-39
3741
$153 ﹤0.01%
4
3742
$153 ﹤0.01%
59
3743
$152 ﹤0.01%
1
3744
$152 ﹤0.01%
10
3745
$152 ﹤0.01%
5
3746
– –
0
3747
– –
0
3748
– –
0
3749
– –
0
3750
$147 ﹤0.01%
22
-754
148 149
150
151 152