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
351
$2.01M 0.06%
2,124
+168
352
$2M 0.06%
60,339
+11,698
353
$1.99M 0.06%
7,317
+338
354
$1.98M 0.06%
95,544
+13,379
355
$1.97M 0.06%
12,485
+7,959
356
$1.97M 0.06%
21,016
-5,387
357
$1.97M 0.06%
25,894
-797
358
$1.96M 0.06%
48,197
-4,585
359
$1.96M 0.06%
81,662
-1,966
360
$1.94M 0.06%
72,464
-47,242
361
$1.92M 0.06%
94,351
+9,064
362
$1.92M 0.06%
53,513
+40,589
363
$1.91M 0.06%
95,909
-7,555
364
$1.9M 0.06%
3,023
-419
365
$1.89M 0.06%
7,630
+3,690
366
$1.89M 0.06%
79,804
+8,924
367
$1.89M 0.06%
13,980
+650
368
$1.84M 0.06%
37,186
+2,818
369
$1.84M 0.06%
3,950
+2,221
370
$1.84M 0.06%
9,534
+1,268
371
$1.83M 0.06%
26,264
-134
372
$1.83M 0.06%
17,635
+9,013
373
$1.83M 0.06%
7,479
+47
374
$1.82M 0.06%
35,709
+792
375
$1.82M 0.06%
179,057
+31,550
13 14
15
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