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
4251
$7 ﹤0.01%
1
4252
$7 ﹤0.01%
1
4253
– –
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4254
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1
4255
$7 ﹤0.01%
5
4256
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4257
$6 ﹤0.01%
1
4258
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0
4259
– –
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4260
$5 ﹤0.01%
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4261
$5 ﹤0.01%
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4262
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0
4263
$5 ﹤0.01%
1
4264
– –
0
4265
$5 ﹤0.01%
2
4266
$4 ﹤0.01%
7
4267
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4268
$4 ﹤0.01%
1
-253
4269
– –
0
4270
$4 ﹤0.01%
2
4271
$4 ﹤0.01%
1
4272
$4 ﹤0.01%
2
4273
$4 ﹤0.01%
3
4274
$4 ﹤0.01%
36
-7
4275
$4 ﹤0.01%
7
169 170
171
172 173