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
4226
$11 ﹤0.01%
1
4227
– –
0
4228
$10 ﹤0.01%
1
4229
$10 ﹤0.01%
1
4230
$10 ﹤0.01%
1
4231
– –
0
4232
$10 ﹤0.01%
7
4233
– –
0
4234
– –
0
4235
$10 ﹤0.01%
1
-750
4236
$9 ﹤0.01%
1
4237
$9 ﹤0.01%
1
4238
$9 ﹤0.01%
3
4239
$9 ﹤0.01%
1
4240
$9 ﹤0.01%
1
4241
– –
-916
4242
$8 ﹤0.01%
8
4243
– –
0
4244
$8 ﹤0.01%
15
4245
$8 ﹤0.01%
1
-3,444
4246
$8 ﹤0.01%
1
4247
$8 ﹤0.01%
7
4248
$8 ﹤0.01%
23
4249
$7 ﹤0.01%
8
4250
$7 ﹤0.01%
2
168 169
170
171 172