IA

IFP Advisors Portfolio holdings

AUM $3.88B
1-Year Est. Return 17.67%
This Quarter Est. Return
1 Year Est. Return
+17.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.12B
AUM Growth
-$1.97B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,134
New
Increased
Reduced
Closed

Top Buys

1
+$77.5M
2
+$34.6M
3
+$26.8M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$25.7M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$25.5M

Top Sells

1
+$59.2M
2
+$29.7M
3
+$13M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$12.8M
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$8.36M

Sector Composition

1 Consumer Discretionary 5.91%
2 Technology 5.77%
3 Financials 3.89%
4 Industrials 3.05%
5 Healthcare 2.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.24M 0.1%
+53,396
227
$3.24M 0.1%
50,845
+30,552
228
$3.24M 0.1%
+113,060
229
$3.24M 0.1%
130,947
+66,321
230
$3.24M 0.1%
278,195
+88,878
231
$3.23M 0.1%
48,034
+47,486
232
$3.22M 0.1%
57,580
+27,292
233
$3.22M 0.1%
9,746
+7,892
234
$3.22M 0.1%
69,283
+66,679
235
$3.19M 0.1%
63,678
+23,425
236
$3.19M 0.1%
64,528
+62,509
237
$3.18M 0.1%
37,825
+17,665
238
$3.18M 0.1%
14,198
+7,033
239
$3.17M 0.1%
50,018
+38,285
240
$3.16M 0.1%
37,038
+22,517
241
$3.16M 0.1%
+40,000
242
$3.15M 0.1%
160,333
+63,981
243
$3.14M 0.1%
108,297
+10,766
244
$3.12M 0.1%
18,245
+4,737
245
$3.1M 0.1%
19,485
+12,863
246
$3.05M 0.1%
57,230
+41,543
247
$3.02M 0.1%
19,080
+6,377
248
$3M 0.1%
33,136
+26,592
249
$2.97M 0.1%
174,177
+50,260
250
$2.96M 0.09%
60,933
+1,186
8 9
10
11 12