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
701
$637K 0.02%
15,940
+13,406
702
$635K 0.02%
14,770
+504
703
$634K 0.02%
25,406
704
$627K 0.02%
22,726
+2,011
705
$625K 0.02%
2,876
+38
706
$624K 0.02%
16,854
+2,077
707
$618K 0.02%
20,642
+16,049
708
$618K 0.02%
13,419
+5,949
709
$617K 0.02%
1,173
+221
710
$617K 0.02%
11,272
+7,982
711
$616K 0.02%
14,381
+140
712
$611K 0.02%
12,253
+5,185
713
$607K 0.02%
16,505
-6,861
714
$607K 0.02%
8,967
+348
715
$602K 0.02%
9,359
-179
716
$601K 0.02%
19,507
+11,111
717
$596K 0.02%
16,395
-3,428
718
$596K 0.02%
21,309
+1,000
719
$596K 0.02%
3,308
+325
720
$594K 0.02%
10,234
+2,259
721
$591K 0.02%
8,516
-3,042
722
$587K 0.02%
19,700
723
$586K 0.02%
4,440
-337
724
$579K 0.02%
3,834
+77
725
$576K 0.02%
4,772
+451
27 28
29
30 31