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
4276
$4 ﹤0.01%
1
4277
$3 ﹤0.01%
2
-383
4278
$3 ﹤0.01%
1
4279
$3 ﹤0.01%
1
4280
$3 ﹤0.01%
1
4281
$3 ﹤0.01%
1
4282
– –
0
4283
– –
0
4284
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0
4285
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0
4286
$2 ﹤0.01%
8
4287
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0
4288
$1 ﹤0.01%
1
4289
$1 ﹤0.01%
1
4290
$1 ﹤0.01%
1
4291
$1 ﹤0.01%
3
4292
– –
0
4293
$1 ﹤0.01%
+1
4294
– –
0
4295
– –
-2,800
4296
– –
0
4297
– –
-1
4298
– –
-1
4299
– –
0
4300
– –
-1
170 171
172
173 174