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
3751
$147 ﹤0.01%
22
-754
3752
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3753
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3754
$146 ﹤0.01%
3
3755
$146 ﹤0.01%
25
+18
3756
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3757
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3758
$144 ﹤0.01%
15
3759
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3760
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3761
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3762
$143 ﹤0.01%
8
3763
$143 ﹤0.01%
44
-37
3764
$143 ﹤0.01%
26
3765
– –
0
3766
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3767
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3768
$140 ﹤0.01%
4
3769
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0
3770
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3771
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3772
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3773
$137 ﹤0.01%
4
3774
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0
3775
$136 ﹤0.01%
6
149 150
151
152 153