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
4701
– –
-69,675
4702
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-246,428
4703
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-1,000
4704
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-1
4705
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4706
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0
4707
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4708
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-1,500
4709
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-4
4710
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4711
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0
4712
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-184
4713
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0
4714
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-4
4715
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-21
4716
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-3,023
4717
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-1
4718
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-136
4719
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-7
4720
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-3
4721
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4722
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-2
4723
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-500
4724
– –
-1
4725
– –
-2,800
187 188
189
190 191