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
2551
$29K ﹤0.01%
775
2552
$29K ﹤0.01%
+606
2553
$29K ﹤0.01%
573
-924
2554
$29K ﹤0.01%
167
-197
2555
$29K ﹤0.01%
+972
2556
$29K ﹤0.01%
+493
2557
$29K ﹤0.01%
223
+221
2558
$29K ﹤0.01%
+472
2559
$29K ﹤0.01%
+2,705
2560
$29K ﹤0.01%
114
-5
2561
$29K ﹤0.01%
1,475
+1,375
2562
$29K ﹤0.01%
+241
2563
$29K ﹤0.01%
1,521
+1,195
2564
$29K ﹤0.01%
+480
2565
$29K ﹤0.01%
100
-52
2566
$28K ﹤0.01%
481
+391
2567
$28K ﹤0.01%
+1,600
2568
$28K ﹤0.01%
390
+100
2569
$28K ﹤0.01%
1,324
+73
2570
$28K ﹤0.01%
12,684
+5,991
2571
$28K ﹤0.01%
+797
2572
$28K ﹤0.01%
+567
2573
$28K ﹤0.01%
533
+364
2574
$28K ﹤0.01%
+945
2575
$28K ﹤0.01%
1,057
-1,950
101 102
103
104 105