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
3701
$175 ﹤0.01%
5
3702
– –
0
3703
$175 ﹤0.01%
19
3704
$174 ﹤0.01%
12
3705
$174 ﹤0.01%
16
3706
$173 ﹤0.01%
1
3707
$172 ﹤0.01%
9
3708
$172 ﹤0.01%
24
3709
$171 ﹤0.01%
103
3710
$171 ﹤0.01%
7
3711
$171 ﹤0.01%
5
3712
$171 ﹤0.01%
12
3713
$170 ﹤0.01%
3
3714
– –
0
3715
$170 ﹤0.01%
250
3716
$169 ﹤0.01%
12
3717
$169 ﹤0.01%
16
3718
– –
0
3719
$167 ﹤0.01%
19
3720
– –
0
3721
– –
0
3722
$167 ﹤0.01%
28
3723
$166 ﹤0.01%
16
3724
$166 ﹤0.01%
6
3725
$165 ﹤0.01%
2
147 148
149
150 151