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
1401
$127K ﹤0.01%
3,700
1402
$127K ﹤0.01%
68
+1
1403
$127K ﹤0.01%
2,746
-121
1404
$127K ﹤0.01%
1,525
-846
1405
$127K ﹤0.01%
4,279
-545
1406
$126K ﹤0.01%
1,379
+56
1407
$126K ﹤0.01%
+4,989
1408
$125K ﹤0.01%
3,419
-223
1409
$125K ﹤0.01%
2,590
+399
1410
$125K ﹤0.01%
2,558
+867
1411
$125K ﹤0.01%
1,073
+781
1412
$124K ﹤0.01%
6,000
1413
$123K ﹤0.01%
3,527
+221
1414
$123K ﹤0.01%
1,548
+46
1415
$123K ﹤0.01%
1,234
1416
$123K ﹤0.01%
2,537
+1,032
1417
$122K ﹤0.01%
369
+13
1418
$122K ﹤0.01%
3,386
+449
1419
$122K ﹤0.01%
4,469
1420
$122K ﹤0.01%
1,728
-1,921
1421
$121K ﹤0.01%
7,700
+3,100
1422
$120K ﹤0.01%
5,720
1423
$120K ﹤0.01%
2,859
1424
$120K ﹤0.01%
2,087
1425
$119K ﹤0.01%
3,491
-11,381
55 56
57
58 59