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
1501
$105K ﹤0.01%
2,110
+38
1502
$105K ﹤0.01%
353
+47
1503
$105K ﹤0.01%
3,479
+142
1504
$104K ﹤0.01%
923
+266
1505
$104K ﹤0.01%
8,843
-1,133
1506
$104K ﹤0.01%
3,546
1507
$104K ﹤0.01%
+4,000
1508
$103K ﹤0.01%
1,026
-112
1509
$103K ﹤0.01%
6,245
-1,062
1510
$103K ﹤0.01%
406
+59
1511
$103K ﹤0.01%
1,824
+30
1512
$103K ﹤0.01%
650
+410
1513
$102K ﹤0.01%
538
+529
1514
$102K ﹤0.01%
1,844
-100
1515
$102K ﹤0.01%
+3,247
1516
$102K ﹤0.01%
562
+516
1517
$102K ﹤0.01%
6,240
1518
$102K ﹤0.01%
1,044
+92
1519
$101K ﹤0.01%
1,661
+1,611
1520
$101K ﹤0.01%
3,759
1521
$101K ﹤0.01%
1,943
+50
1522
$101K ﹤0.01%
9,615
-3,650
1523
$101K ﹤0.01%
4,490
1524
$101K ﹤0.01%
652
+282
1525
$100K ﹤0.01%
2,832
+565
59 60
61
62 63