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
2476
$33K ﹤0.01%
11
-18
2477
$33K ﹤0.01%
+544
2478
$32K ﹤0.01%
1,541
+343
2479
$32K ﹤0.01%
+667
2480
$32K ﹤0.01%
+4,261
2481
$32K ﹤0.01%
+1,932
2482
$32K ﹤0.01%
1,906
+1,029
2483
$32K ﹤0.01%
1,621
+1,476
2484
$32K ﹤0.01%
+923
2485
$32K ﹤0.01%
1,746
+636
2486
$32K ﹤0.01%
1,286
+909
2487
$32K ﹤0.01%
2,440
+1,220
2488
$32K ﹤0.01%
+932
2489
$32K ﹤0.01%
+1,800
2490
$32K ﹤0.01%
+1,129
2491
$32K ﹤0.01%
298
+82
2492
$32K ﹤0.01%
160
+27
2493
$32K ﹤0.01%
+2,461
2494
$32K ﹤0.01%
717
+354
2495
$32K ﹤0.01%
1,092
+92
2496
$32K ﹤0.01%
+1,000
2497
$31K ﹤0.01%
974
+953
2498
$31K ﹤0.01%
+537
2499
$31K ﹤0.01%
2,705
+2,638
2500
$31K ﹤0.01%
192
+166