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
2626
$27K ﹤0.01%
386
+369
2627
$26K ﹤0.01%
101
+99
2628
$26K ﹤0.01%
499
+267
2629
$26K ﹤0.01%
+1,642
2630
$26K ﹤0.01%
+760
2631
$26K ﹤0.01%
+447
2632
$26K ﹤0.01%
187
+154
2633
$26K ﹤0.01%
368
+288
2634
$26K ﹤0.01%
1,318
+725
2635
$26K ﹤0.01%
+694
2636
$26K ﹤0.01%
+499
2637
$26K ﹤0.01%
810
+691
2638
$26K ﹤0.01%
+1,000
2639
$26K ﹤0.01%
+404
2640
$26K ﹤0.01%
+288
2641
$26K ﹤0.01%
+630
2642
$26K ﹤0.01%
530
+62
2643
$26K ﹤0.01%
313
+280
2644
$26K ﹤0.01%
132
+105
2645
$26K ﹤0.01%
2,063
-231
2646
$26K ﹤0.01%
1,800
+1,600
2647
$26K ﹤0.01%
177
+176
2648
$26K ﹤0.01%
+340
2649
$26K ﹤0.01%
+2,417
2650
$26K ﹤0.01%
+905