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
4176
– –
0
4177
$18 ﹤0.01%
14
4178
$18 ﹤0.01%
1
4179
$18 ﹤0.01%
11
4180
$18 ﹤0.01%
25
-800
4181
$17 ﹤0.01%
1
4182
$17 ﹤0.01%
1
4183
$17 ﹤0.01%
1
4184
$17 ﹤0.01%
17
4185
$17 ﹤0.01%
2
4186
– –
0
4187
– –
0
4188
$17 ﹤0.01%
7
4189
$16 ﹤0.01%
1
4190
– –
0
4191
$16 ﹤0.01%
4
4192
$16 ﹤0.01%
3
4193
– –
0
4194
– –
-65
4195
– –
0
4196
– –
0
4197
$15 ﹤0.01%
2
4198
– –
0
4199
$15 ﹤0.01%
2
4200
$15 ﹤0.01%
3
166 167
168
169 170