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
3276
$1.3K ﹤0.01%
2,000
-3,000
3277
$1.3K ﹤0.01%
+7
3278
– –
0
3279
$1.29K ﹤0.01%
44
3280
$1.29K ﹤0.01%
830
-200
3281
$1.28K ﹤0.01%
19
3282
$1.27K ﹤0.01%
179
+177
3283
$1.27K ﹤0.01%
200
3284
$1.25K ﹤0.01%
110
3285
$1.25K ﹤0.01%
72
3286
$1.25K ﹤0.01%
57
3287
$1.24K ﹤0.01%
418
-204
3288
$1.24K ﹤0.01%
47
3289
– –
0
3290
$1.23K ﹤0.01%
184
+170
3291
$1.23K ﹤0.01%
61
+50
3292
$1.22K ﹤0.01%
1,333
3293
$1.22K ﹤0.01%
44
-1
3294
$1.22K ﹤0.01%
+108
3295
$1.21K ﹤0.01%
141
-7
3296
$1.2K ﹤0.01%
1,500
-692
3297
$1.18K ﹤0.01%
600
3298
$1.17K ﹤0.01%
1,000
3299
$1.16K ﹤0.01%
200
3300
$1.16K ﹤0.01%
25
130 131
132
133 134