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
4026
$49 ﹤0.01%
10
4027
$49 ﹤0.01%
3
4028
$48 ﹤0.01%
1
4029
$48 ﹤0.01%
+8
4030
$48 ﹤0.01%
24
4031
– –
0
4032
– –
0
4033
– –
0
4034
$46 ﹤0.01%
5
4035
$46 ﹤0.01%
4
4036
$46 ﹤0.01%
9
4037
$46 ﹤0.01%
10
4038
– –
0
4039
$45 ﹤0.01%
17
4040
$45 ﹤0.01%
1
4041
– –
0
4042
$44 ﹤0.01%
1
4043
– –
0
4044
– –
0
4045
$44 ﹤0.01%
7
4046
– –
0
4047
$43 ﹤0.01%
7
4048
– –
0
4049
$43 ﹤0.01%
6
4050
$43 ﹤0.01%
1
160 161
162
163 164