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
1951
$43.5K ﹤0.01%
792
+2
1952
$43.4K ﹤0.01%
443
+14
1953
$43.3K ﹤0.01%
1,119
+93
1954
$43.2K ﹤0.01%
773
-180
1955
$43.2K ﹤0.01%
270
-55
1956
$43.1K ﹤0.01%
540
+52
1957
$43K ﹤0.01%
357
-1
1958
$43K ﹤0.01%
2,428
+2,416
1959
$43K ﹤0.01%
708
-443
1960
$42.8K ﹤0.01%
439
-15
1961
$42.8K ﹤0.01%
11,850
+6,871
1962
$42.7K ﹤0.01%
1,656
+1,075
1963
$42.6K ﹤0.01%
1,806
+9
1964
$42.6K ﹤0.01%
639
+3
1965
$42.5K ﹤0.01%
1,011
+4
1966
$42.5K ﹤0.01%
8,010
1967
$42.4K ﹤0.01%
1,150
1968
$42.3K ﹤0.01%
2,793
-2,097
1969
$42.3K ﹤0.01%
874
+83
1970
$42.2K ﹤0.01%
1,872
+1,051
1971
$42.2K ﹤0.01%
1,000
+41
1972
$42K ﹤0.01%
+2,080
1973
$42K ﹤0.01%
536
+28
1974
$41.9K ﹤0.01%
250
-1
1975
$41.8K ﹤0.01%
26,312
-500
77 78
79
80 81