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
3751
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3752
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3753
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3754
$146 ﹤0.01%
3
3755
$146 ﹤0.01%
25
+18
3756
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3757
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3758
$144 ﹤0.01%
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3759
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3760
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3761
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3762
$143 ﹤0.01%
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3763
$143 ﹤0.01%
44
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3764
$143 ﹤0.01%
26
3765
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3766
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3767
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3768
$140 ﹤0.01%
4
3769
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3770
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3771
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3772
$137 ﹤0.01%
4
3773
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3774
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3775
$136 ﹤0.01%
6
149 150
151
152 153