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
4076
$37 ﹤0.01%
41
4077
$37 ﹤0.01%
3
4078
$37 ﹤0.01%
10
4079
$37 ﹤0.01%
3
4080
– –
0
4081
$37 ﹤0.01%
2
4082
– –
0
4083
$37 ﹤0.01%
1
4084
– –
0
4085
$36 ﹤0.01%
1
-300
4086
$35 ﹤0.01%
5
-50
4087
$35 ﹤0.01%
2
4088
– –
0
4089
– –
0
4090
– –
0
4091
– –
0
4092
– –
0
4093
$34 ﹤0.01%
1
4094
$34 ﹤0.01%
1
4095
$33 ﹤0.01%
2
4096
– –
0
4097
$33 ﹤0.01%
4
4098
– –
0
4099
– –
0
4100
$32 ﹤0.01%
6
162 163
164
165 166