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
$3.24B
AUM Growth
+$189M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,794
New
Increased
Reduced
Closed

Top Buys

1
+$25M
2
+$19.9M
3
+$17.5M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$15.4M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$14.6M

Top Sells

1
+$32.1M
2
+$11.3M
3
+$10.8M
4
DJAN icon
FT Vest US Equity Deep Buffer ETF January
DJAN
+$10.2M
5
UCON icon
First Trust Smith Unconstrained Bond ETF
UCON
+$9.45M

Sector Composition

1 Technology 10.65%
2 Financials 4.62%
3 Healthcare 3.7%
4 Consumer Discretionary 3.47%
5 Industrials 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2576
$9.92K ﹤0.01%
168
-34
2577
$9.9K ﹤0.01%
5,000
2578
$9.89K ﹤0.01%
616
-3,383
2579
$9.86K ﹤0.01%
447
-104
2580
$9.84K ﹤0.01%
193
2581
$9.82K ﹤0.01%
325
+74
2582
$9.82K ﹤0.01%
157
-84
2583
$9.82K ﹤0.01%
184
2584
$9.81K ﹤0.01%
340
-75
2585
$9.8K ﹤0.01%
106
+28
2586
$9.78K ﹤0.01%
264
2587
$9.77K ﹤0.01%
+223
2588
$9.77K ﹤0.01%
243
-2
2589
$9.74K ﹤0.01%
9,500
2590
$9.66K ﹤0.01%
1,675
2591
$9.64K ﹤0.01%
858
+11
2592
$9.62K ﹤0.01%
324
2593
$9.62K ﹤0.01%
+134
2594
$9.53K ﹤0.01%
654
+500
2595
$9.52K ﹤0.01%
1,000
+500
2596
$9.49K ﹤0.01%
439
+5
2597
$9.46K ﹤0.01%
+332
2598
$9.43K ﹤0.01%
1,887
-200
2599
$9.42K ﹤0.01%
150
-117
2600
$9.41K ﹤0.01%
760
102 103
104
105 106