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
2776
$5.84K ﹤0.01%
104
2777
$5.83K ﹤0.01%
400
2778
$5.81K ﹤0.01%
60
2779
$5.8K ﹤0.01%
87
+38
2780
$5.8K ﹤0.01%
32
+17
2781
$5.8K ﹤0.01%
5,000
+4,966
2782
$5.8K ﹤0.01%
81
-85
2783
$5.8K ﹤0.01%
230
+200
2784
$5.77K ﹤0.01%
500
+250
2785
$5.72K ﹤0.01%
259
2786
$5.7K ﹤0.01%
25
2787
$5.69K ﹤0.01%
350
2788
$5.67K ﹤0.01%
100
2789
$5.66K ﹤0.01%
89
2790
$5.65K ﹤0.01%
+15,000
2791
$5.63K ﹤0.01%
91
2792
$5.58K ﹤0.01%
+155
2793
$5.57K ﹤0.01%
540
2794
$5.56K ﹤0.01%
19
-11
2795
$5.56K ﹤0.01%
372
+111
2796
$5.55K ﹤0.01%
553
+315
2797
$5.53K ﹤0.01%
42
-20
2798
$5.52K ﹤0.01%
180
2799
$5.52K ﹤0.01%
117
-1
2800
$5.51K ﹤0.01%
250
110 111
112
113 114