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
3051
$2.65K ﹤0.01%
18
3052
$2.65K ﹤0.01%
1,146
+1,000
3053
$2.65K ﹤0.01%
76
+13
3054
$2.65K ﹤0.01%
40
-922
3055
$2.65K ﹤0.01%
+2,224
3056
$2.65K ﹤0.01%
+800
3057
$2.64K ﹤0.01%
100
3058
$2.63K ﹤0.01%
203
3059
$2.63K ﹤0.01%
38
3060
$2.62K ﹤0.01%
9
+8
3061
$2.6K ﹤0.01%
118
3062
$2.6K ﹤0.01%
65
3063
$2.58K ﹤0.01%
52
+1
3064
$2.58K ﹤0.01%
114
+32
3065
$2.57K ﹤0.01%
+385
3066
$2.56K ﹤0.01%
293
-229
3067
$2.54K ﹤0.01%
79
-8
3068
$2.52K ﹤0.01%
58
+10
3069
$2.51K ﹤0.01%
+1,100
3070
$2.5K ﹤0.01%
58
3071
$2.49K ﹤0.01%
111
3072
$2.49K ﹤0.01%
43
-61
3073
$2.49K ﹤0.01%
350
+236
3074
$2.49K ﹤0.01%
175
3075
$2.47K ﹤0.01%
+56
121 122
123
124 125