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
2501
$31K ﹤0.01%
314
+297
2502
$31K ﹤0.01%
+614
2503
$31K ﹤0.01%
743
+30
2504
$31K ﹤0.01%
30
+24
2505
$31K ﹤0.01%
+317
2506
$31K ﹤0.01%
+578
2507
$31K ﹤0.01%
422
+104
2508
$31K ﹤0.01%
903
+856
2509
$31K ﹤0.01%
+759
2510
$31K ﹤0.01%
+849
2511
$31K ﹤0.01%
+635
2512
$31K ﹤0.01%
+4,015
2513
$31K ﹤0.01%
591
+566
2514
$31K ﹤0.01%
1,568
+1,536
2515
$31K ﹤0.01%
809
+586
2516
$31K ﹤0.01%
5,963
+5,763
2517
$31K ﹤0.01%
241
+154
2518
$31K ﹤0.01%
765
+600
2519
$30K ﹤0.01%
1,637
+782
2520
$30K ﹤0.01%
305
+180
2521
$30K ﹤0.01%
+1,250
2522
$30K ﹤0.01%
1,000
2523
$30K ﹤0.01%
1,500
2524
$30K ﹤0.01%
1,800
+1,747
2525
$30K ﹤0.01%
+1,986