IA

IFP Advisors Portfolio holdings

AUM $4.45B
1-Year Est. Return 19.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.3B
AUM Growth
-$1.45B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,711
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$15.3M
3
+$13.8M
4
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$12.9M
5
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$12.5M

Top Sells

1
+$60.2M
2
+$32M
3
+$25.6M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$24.3M
5
FTGC icon
First Trust Global Tactical Commodity Strategy Fund
FTGC
+$21.5M

Sector Composition

1 Communication Services 8.64%
2 Consumer Discretionary 4.54%
3 Technology 4.42%
4 Financials 3%
5 Healthcare 2.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
4501
– –
-11
4502
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-14
4503
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4504
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4505
– –
-4,000
4506
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-350
4507
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-45
4508
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-169
4509
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-178
4510
– –
-9,538
4511
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-1,702
4512
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-7
4513
– –
-283
4514
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-500
4515
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-93
4516
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-1,600
4517
– –
-390
4518
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-2,707
4519
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4520
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4521
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-1,000
4522
– –
-1,424
4523
– –
-21
4524
– –
-2,330
4525
– –
-500
179 180
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182 183