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
2676
$25K ﹤0.01%
+908
2677
$25K ﹤0.01%
832
+675
2678
$25K ﹤0.01%
317
+15
2679
$25K ﹤0.01%
+2,090
2680
$25K ﹤0.01%
501
-2,643
2681
$25K ﹤0.01%
1,166
+971
2682
$25K ﹤0.01%
+1,027
2683
$25K ﹤0.01%
146
+106
2684
$25K ﹤0.01%
+502
2685
$25K ﹤0.01%
1,543
+917
2686
$24K ﹤0.01%
720
-8
2687
$24K ﹤0.01%
+362
2688
$24K ﹤0.01%
755
+537
2689
$24K ﹤0.01%
1,537
+1,487
2690
$24K ﹤0.01%
483
+408
2691
$24K ﹤0.01%
710
2692
$24K ﹤0.01%
321
+147
2693
$24K ﹤0.01%
+375
2694
$24K ﹤0.01%
+251
2695
$24K ﹤0.01%
+1,078
2696
$24K ﹤0.01%
795
+81
2697
$24K ﹤0.01%
+666
2698
$24K ﹤0.01%
92
+61
2699
$24K ﹤0.01%
+2,649
2700
– –
0
106 107
108
109 110