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
4126
$27 ﹤0.01%
2
4127
$27 ﹤0.01%
8
4128
$27 ﹤0.01%
1
4129
– –
0
4130
$27 ﹤0.01%
1
4131
– –
-32
4132
$27 ﹤0.01%
1
-483
4133
$26 ﹤0.01%
2
4134
– –
0
4135
– –
0
4136
$25 ﹤0.01%
3
4137
$25 ﹤0.01%
3
4138
$25 ﹤0.01%
2
4139
$25 ﹤0.01%
2
4140
$25 ﹤0.01%
2
4141
– –
0
4142
$24 ﹤0.01%
1
4143
– –
0
4144
$23 ﹤0.01%
1
4145
$23 ﹤0.01%
1
4146
– –
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4147
$23 ﹤0.01%
15
-4
4148
– –
0
4149
$22 ﹤0.01%
8
4150
$22 ﹤0.01%
3
164 165
166
167 168