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
2576
$28K ﹤0.01%
+502
2577
$28K ﹤0.01%
495
+326
2578
$28K ﹤0.01%
+150
2579
$28K ﹤0.01%
+2,433
2580
$28K ﹤0.01%
+1,009
2581
$28K ﹤0.01%
+360
2582
$28K ﹤0.01%
+2,146
2583
$28K ﹤0.01%
+5,786
2584
$28K ﹤0.01%
390
+329
2585
$28K ﹤0.01%
+648
2586
$28K ﹤0.01%
+679
2587
$28K ﹤0.01%
+595
2588
$28K ﹤0.01%
390
2589
$28K ﹤0.01%
+1,600
2590
$28K ﹤0.01%
+271
2591
$28K ﹤0.01%
+300
2592
$28K ﹤0.01%
409
+343
2593
$28K ﹤0.01%
698
+674
2594
$28K ﹤0.01%
+2,685
2595
$28K ﹤0.01%
+1,175
2596
$28K ﹤0.01%
72
+52
2597
$28K ﹤0.01%
1,002
+991
2598
$28K ﹤0.01%
904
+871
2599
$28K ﹤0.01%
+2,000
2600
$28K ﹤0.01%
+1,350
102 103
104
105 106