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
2651
$26K ﹤0.01%
556
+256
2652
$26K ﹤0.01%
+1,044
2653
$26K ﹤0.01%
1,249
+1,007
2654
$26K ﹤0.01%
+656
2655
$25K ﹤0.01%
372
+272
2656
$25K ﹤0.01%
233
+73
2657
$25K ﹤0.01%
323
-21
2658
$25K ﹤0.01%
160
+138
2659
$25K ﹤0.01%
+2,175
2660
$25K ﹤0.01%
+737
2661
$25K ﹤0.01%
635
+618
2662
$25K ﹤0.01%
+980
2663
$25K ﹤0.01%
263
+199
2664
$25K ﹤0.01%
900
-900
2665
$25K ﹤0.01%
408
+371
2666
$25K ﹤0.01%
+163
2667
$25K ﹤0.01%
+491
2668
$25K ﹤0.01%
+358
2669
$25K ﹤0.01%
+2,000
2670
$25K ﹤0.01%
+1,000
2671
$25K ﹤0.01%
+192
2672
$25K ﹤0.01%
134
+114
2673
$25K ﹤0.01%
+1,000
2674
$25K ﹤0.01%
+2,380
2675
$25K ﹤0.01%
245
+233
105 106
107
108 109