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
3951
$70 ﹤0.01%
2
3952
– –
0
3953
$68 ﹤0.01%
3
3954
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0
3955
$68 ﹤0.01%
1
3956
$68 ﹤0.01%
6
-987
3957
$68 ﹤0.01%
5
3958
$68 ﹤0.01%
211
+195
3959
$67 ﹤0.01%
3
3960
$67 ﹤0.01%
39
3961
$67 ﹤0.01%
4
3962
– –
0
3963
$67 ﹤0.01%
7
3964
$67 ﹤0.01%
12
3965
– –
-2
3966
– –
0
3967
– –
0
3968
– –
0
3969
– –
0
3970
$64 ﹤0.01%
10
3971
$64 ﹤0.01%
12
3972
– –
0
3973
$63 ﹤0.01%
206
3974
$63 ﹤0.01%
10
+8
3975
$63 ﹤0.01%
1
-2
157 158
159
160 161