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
3826
$108 ﹤0.01%
3
3827
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3828
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3829
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3830
$107 ﹤0.01%
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3831
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3832
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3833
$105 ﹤0.01%
4
3834
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3835
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3836
$105 ﹤0.01%
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3837
$105 ﹤0.01%
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3838
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3839
$104 ﹤0.01%
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3840
$104 ﹤0.01%
3
3841
$103 ﹤0.01%
24
3842
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3843
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3844
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3845
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3846
$102 ﹤0.01%
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3847
$102 ﹤0.01%
20
3848
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3849
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3850
– –
0
152 153
154
155 156