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
3226
$1.54K ﹤0.01%
30
+9
3227
$1.52K ﹤0.01%
26
+25
3228
$1.52K ﹤0.01%
132
3229
$1.52K ﹤0.01%
45
3230
$1.52K ﹤0.01%
97
-56
3231
$1.52K ﹤0.01%
32
-1
3232
$1.52K ﹤0.01%
+10,000
3233
$1.51K ﹤0.01%
150
3234
$1.5K ﹤0.01%
249
+220
3235
$1.5K ﹤0.01%
+40
3236
$1.49K ﹤0.01%
606
-13,006
3237
– –
-40
3238
$1.48K ﹤0.01%
178
+4
3239
$1.48K ﹤0.01%
11
3240
$1.47K ﹤0.01%
51
-147
3241
$1.47K ﹤0.01%
59
3242
$1.47K ﹤0.01%
79
-32
3243
$1.46K ﹤0.01%
164
+153
3244
$1.45K ﹤0.01%
177
+111
3245
$1.44K ﹤0.01%
+3,000
3246
$1.44K ﹤0.01%
+139
3247
$1.44K ﹤0.01%
184
3248
$1.44K ﹤0.01%
202
+181
3249
$1.43K ﹤0.01%
+500
3250
$1.43K ﹤0.01%
2,600
+96
128 129
130
131 132