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
1751
$35.3K ﹤0.01%
1,439
-4,701
1752
$35.2K ﹤0.01%
442
-2,928
1753
$35.2K ﹤0.01%
1,095
1754
$35.1K ﹤0.01%
590
-3,502
1755
$35K ﹤0.01%
1,475
-1,305
1756
$35K ﹤0.01%
1,140
-1,333
1757
$34.9K ﹤0.01%
1,051
-928
1758
$34.9K ﹤0.01%
1,149
-984
1759
$34.8K ﹤0.01%
1,571
-865
1760
$34.7K ﹤0.01%
700
-5,570
1761
$34.7K ﹤0.01%
725
+45
1762
$34.5K ﹤0.01%
665
-666
1763
$34.3K ﹤0.01%
2,243
1764
$34.2K ﹤0.01%
1,505
+400
1765
$33.7K ﹤0.01%
415
+1
1766
$33.7K ﹤0.01%
224
-324
1767
$33.7K ﹤0.01%
442
-146
1768
$33.6K ﹤0.01%
1,064
-957
1769
$33.6K ﹤0.01%
1,423
-749
1770
$33.6K ﹤0.01%
933
-1,322
1771
$33.5K ﹤0.01%
1,418
-17,728
1772
$33.5K ﹤0.01%
1,139
-48
1773
$33.4K ﹤0.01%
150
1774
$33.4K ﹤0.01%
160
+143
1775
$33.3K ﹤0.01%
2,128
69 70
71
72 73