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
2601
$27K ﹤0.01%
+1,342
2602
$27K ﹤0.01%
+593
2603
$27K ﹤0.01%
773
+587
2604
$27K ﹤0.01%
+3,970
2605
$27K ﹤0.01%
558
+258
2606
$27K ﹤0.01%
+229
2607
$27K ﹤0.01%
15,000
2608
$27K ﹤0.01%
1,880
+65
2609
$27K ﹤0.01%
+1,713
2610
$27K ﹤0.01%
394
+170
2611
$27K ﹤0.01%
1,471
+71
2612
$27K ﹤0.01%
+750
2613
$27K ﹤0.01%
1,210
+820
2614
$27K ﹤0.01%
2,567
+977
2615
$27K ﹤0.01%
950
2616
$27K ﹤0.01%
255
+227
2617
$27K ﹤0.01%
+64
2618
$27K ﹤0.01%
4,165
+3,443
2619
$27K ﹤0.01%
141
-177
2620
$27K ﹤0.01%
420
+292
2621
$27K ﹤0.01%
+510
2622
$27K ﹤0.01%
605
+465
2623
$27K ﹤0.01%
214
2624
$27K ﹤0.01%
+3,057
2625
$27K ﹤0.01%
735
+12
103 104
105
106 107