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
3851
$101 ﹤0.01%
16
3852
– –
-689
3853
$101 ﹤0.01%
3
3854
$100 ﹤0.01%
+8
3855
$100 ﹤0.01%
4
3856
$100 ﹤0.01%
6
3857
$98 ﹤0.01%
4
3858
– –
0
3859
– –
0
3860
$98 ﹤0.01%
9
3861
$97 ﹤0.01%
4
3862
$97 ﹤0.01%
11
-12
3863
$95 ﹤0.01%
5
3864
– –
0
3865
$94 ﹤0.01%
10
3866
$93 ﹤0.01%
34
-26
3867
– –
0
3868
$92 ﹤0.01%
9
3869
$92 ﹤0.01%
10
3870
$92 ﹤0.01%
34
3871
$92 ﹤0.01%
17
3872
$92 ﹤0.01%
1
3873
– –
0
3874
– –
0
3875
$91 ﹤0.01%
5
153 154
155
156 157