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
2526
$30K ﹤0.01%
+5,300
2527
$30K ﹤0.01%
+1,500
2528
$30K ﹤0.01%
218
+88
2529
$30K ﹤0.01%
+2,719
2530
$30K ﹤0.01%
+1,084
2531
$30K ﹤0.01%
878
+778
2532
$30K ﹤0.01%
1,120
+620
2533
$30K ﹤0.01%
+206
2534
$30K ﹤0.01%
+1,078
2535
$30K ﹤0.01%
181
+101
2536
$30K ﹤0.01%
621
+517
2537
$30K ﹤0.01%
1,204
+370
2538
$30K ﹤0.01%
+3,000
2539
$30K ﹤0.01%
+3,000
2540
$29K ﹤0.01%
+250
2541
$29K ﹤0.01%
1,150
+966
2542
$29K ﹤0.01%
375
-962
2543
$29K ﹤0.01%
548
+423
2544
$29K ﹤0.01%
+222
2545
$29K ﹤0.01%
1,502
+1,342
2546
$29K ﹤0.01%
296
+267
2547
$29K ﹤0.01%
+937
2548
$29K ﹤0.01%
+1,577
2549
$29K ﹤0.01%
750
-2,778
2550
$29K ﹤0.01%
874
+848
100 101
102
103 104