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
3876
$91 ﹤0.01%
100
3877
$91 ﹤0.01%
31
3878
$90 ﹤0.01%
4
-4
3879
$90 ﹤0.01%
2
3880
$89 ﹤0.01%
4
-4
3881
$89 ﹤0.01%
6
3882
– –
0
3883
– –
0
3884
$89 ﹤0.01%
8
3885
– –
0
3886
$88 ﹤0.01%
3
3887
$88 ﹤0.01%
1
3888
$88 ﹤0.01%
50
3889
– –
0
3890
– –
-158
3891
– –
0
3892
$87 ﹤0.01%
11
-97
3893
$87 ﹤0.01%
1
3894
$86 ﹤0.01%
15
-15
3895
$85 ﹤0.01%
9
3896
$85 ﹤0.01%
5,000
+4,950
3897
$84 ﹤0.01%
1
3898
$84 ﹤0.01%
11
3899
$84 ﹤0.01%
2
3900
$84 ﹤0.01%
16
154 155
156
157 158