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
3926
$79 ﹤0.01%
28
3927
$78 ﹤0.01%
5
3928
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-92
3929
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0
3930
$77 ﹤0.01%
29
3931
$77 ﹤0.01%
10
3932
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0
3933
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0
3934
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0
3935
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3936
$75 ﹤0.01%
9
3937
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0
3938
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0
3939
– –
0
3940
$74 ﹤0.01%
4
3941
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0
3942
$74 ﹤0.01%
4
3943
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0
3944
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3945
$73 ﹤0.01%
10
3946
$73 ﹤0.01%
12
3947
– –
0
3948
– –
0
3949
$72 ﹤0.01%
3
3950
– –
0
156 157
158
159 160