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
951
$325K 0.01%
6,846
+4,507
952
$325K 0.01%
20,108
+3,848
953
$323K 0.01%
10,701
+566
954
$323K 0.01%
4,549
+3,033
955
$322K 0.01%
+13,569
956
$322K 0.01%
2,316
-345
957
$318K 0.01%
10,879
-1,455
958
$318K 0.01%
2,021
-153
959
$316K 0.01%
2,436
-434
960
$315K 0.01%
7,110
+6,433
961
$315K 0.01%
1,395
+478
962
$315K 0.01%
1,844
-467
963
$314K 0.01%
8,345
+1,015
964
$313K 0.01%
10,172
+5,418
965
$313K 0.01%
4,189
-1,069
966
$311K 0.01%
3,237
-1,726
967
$311K 0.01%
1,021
+6
968
$311K 0.01%
4,295
-58
969
$311K 0.01%
7,549
+252
970
$310K 0.01%
12,151
+9,420
971
$310K 0.01%
7,810
-117
972
$309K 0.01%
14,216
+6,555
973
$308K 0.01%
10,678
+571
974
$308K 0.01%
11,624
+953
975
$307K 0.01%
3,326
+172
37 38
39
40 41