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
4101
– –
0
4102
– –
0
4103
$32 ﹤0.01%
48
4104
$32 ﹤0.01%
6
4105
$31 ﹤0.01%
4
-375
4106
$31 ﹤0.01%
4
4107
$31 ﹤0.01%
2
4108
$31 ﹤0.01%
6
4109
– –
0
4110
$31 ﹤0.01%
1
4111
$31 ﹤0.01%
1
4112
$30 ﹤0.01%
16
4113
$30 ﹤0.01%
8
4114
$30 ﹤0.01%
9
4115
$30 ﹤0.01%
1
4116
$29 ﹤0.01%
1
4117
– –
0
4118
– –
0
4119
– –
0
4120
– –
0
4121
$28 ﹤0.01%
1
4122
– –
0
4123
$28 ﹤0.01%
1
4124
$28 ﹤0.01%
2
4125
$27 ﹤0.01%
5
163 164
165
166 167