IA

IFP Advisors Portfolio holdings

AUM $4.82B
1-Year Est. Return 20.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.25%
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
1726
$36.9K ﹤0.01%
491
-21,002
1727
$36.9K ﹤0.01%
7,000
-2,424
1728
$36.9K ﹤0.01%
243
-111
1729
$36.8K ﹤0.01%
2,540
-2,948
1730
$36.8K ﹤0.01%
1,062
-4
1731
$36.7K ﹤0.01%
260
-70
1732
$36.7K ﹤0.01%
500
1733
$36.7K ﹤0.01%
3,360
-553
1734
$36.6K ﹤0.01%
2,916
-1,144
1735
$36.5K ﹤0.01%
352
-420
1736
$36.4K ﹤0.01%
551
-62
1737
$36.3K ﹤0.01%
865
-3,988
1738
$36.2K ﹤0.01%
709
+505
1739
$36.1K ﹤0.01%
404
-221
1740
$36.1K ﹤0.01%
646
-327
1741
$36K ﹤0.01%
1,380
-1,103
1742
$35.9K ﹤0.01%
1,482
-25
1743
$35.9K ﹤0.01%
885
+52
1744
$35.8K ﹤0.01%
1,417
-29,359
1745
$35.7K ﹤0.01%
820
-593
1746
$35.6K ﹤0.01%
1,064
+114
1747
$35.4K ﹤0.01%
1,568
-550
1748
$35.3K ﹤0.01%
869
-16,309
1749
$35.3K ﹤0.01%
1,098
-791
1750
$35.3K ﹤0.01%
2,083
-1,003
68 69
70
71 72