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
3126
$2.13K ﹤0.01%
187
3127
$2.13K ﹤0.01%
120
-163
3128
$2.12K ﹤0.01%
175
-7
3129
$2.12K ﹤0.01%
35
-2
3130
$2.11K ﹤0.01%
+10
3131
$2.1K ﹤0.01%
119
+16
3132
$2.09K ﹤0.01%
+55
3133
$2.09K ﹤0.01%
101
3134
$2.09K ﹤0.01%
100
3135
$2.08K ﹤0.01%
22
3136
$2.08K ﹤0.01%
50
3137
$2.08K ﹤0.01%
385
-5,794
3138
$2.07K ﹤0.01%
1,187
3139
$2.06K ﹤0.01%
68
3140
$2.05K ﹤0.01%
300
3141
$2.05K ﹤0.01%
80
3142
$2.04K ﹤0.01%
55
-5
3143
$2.02K ﹤0.01%
126
3144
$2.02K ﹤0.01%
111
3145
$2K ﹤0.01%
7
3146
$2K ﹤0.01%
+130
3147
$2K ﹤0.01%
101
-17
3148
$1.99K ﹤0.01%
50
3149
$1.97K ﹤0.01%
100
+13
3150
$1.96K ﹤0.01%
48
124 125
126
127 128