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
3926
$79 ﹤0.01%
28
3927
$78 ﹤0.01%
5
3928
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3929
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0
3930
$77 ﹤0.01%
29
3931
$77 ﹤0.01%
10
3932
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3933
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3934
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3935
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3936
$75 ﹤0.01%
9
3937
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0
3938
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3939
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0
3940
$74 ﹤0.01%
4
3941
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3942
$74 ﹤0.01%
4
3943
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3944
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3945
$73 ﹤0.01%
12
3946
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0
3947
$73 ﹤0.01%
10
3948
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0
3949
$72 ﹤0.01%
3
3950
– –
0
156 157
158
159 160