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
3026
$2.89K ﹤0.01%
100
-5
3027
$2.88K ﹤0.01%
71
-429
3028
$2.88K ﹤0.01%
3
3029
$2.87K ﹤0.01%
53
-10
3030
$2.86K ﹤0.01%
317
3031
$2.84K ﹤0.01%
45
+44
3032
$2.84K ﹤0.01%
413
3033
$2.82K ﹤0.01%
192
3034
$2.81K ﹤0.01%
106
3035
$2.8K ﹤0.01%
199
3036
$2.78K ﹤0.01%
+200
3037
$2.77K ﹤0.01%
138
+128
3038
$2.77K ﹤0.01%
242
-143
3039
$2.75K ﹤0.01%
126
-3,962
3040
$2.75K ﹤0.01%
+75
3041
$2.74K ﹤0.01%
+30
3042
$2.74K ﹤0.01%
31
3043
$2.72K ﹤0.01%
32
3044
$2.71K ﹤0.01%
82
3045
$2.7K ﹤0.01%
142
3046
$2.7K ﹤0.01%
+1
3047
$2.67K ﹤0.01%
10
+2
3048
$2.67K ﹤0.01%
1,709
3049
$2.67K ﹤0.01%
28
3050
$2.65K ﹤0.01%
132
+129
120 121
122
123 124