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
3776
– –
0
3777
$135 ﹤0.01%
148
-53
3778
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0
3779
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0
3780
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3781
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3782
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3783
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3784
$133 ﹤0.01%
5
3785
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-104
3786
$133 ﹤0.01%
5
3787
$130 ﹤0.01%
3
3788
$130 ﹤0.01%
50
3789
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0
3790
$128 ﹤0.01%
+3
3791
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0
3792
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3793
$128 ﹤0.01%
7
3794
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0
3795
$127 ﹤0.01%
1
3796
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0
3797
– –
0
3798
$124 ﹤0.01%
8
3799
$123 ﹤0.01%
5
3800
$122 ﹤0.01%
1
150 151
152
153 154