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
2701
$24K ﹤0.01%
679
+238
2702
$24K ﹤0.01%
206
-265
2703
$24K ﹤0.01%
450
+413
2704
$24K ﹤0.01%
+1,000
2705
$24K ﹤0.01%
49
+9
2706
$24K ﹤0.01%
+990
2707
$24K ﹤0.01%
+769
2708
$24K ﹤0.01%
60
-190
2709
$24K ﹤0.01%
701
+644
2710
$24K ﹤0.01%
805
+296
2711
$23K ﹤0.01%
+2,500
2712
$23K ﹤0.01%
+1,350
2713
$23K ﹤0.01%
893
+670
2714
$23K ﹤0.01%
+1,400
2715
$23K ﹤0.01%
4,580
+4,180
2716
$23K ﹤0.01%
174
+113
2717
$23K ﹤0.01%
4,982
+4,808
2718
$23K ﹤0.01%
+75
2719
$23K ﹤0.01%
+436
2720
$23K ﹤0.01%
+892
2721
$23K ﹤0.01%
+101
2722
$23K ﹤0.01%
+228
2723
$23K ﹤0.01%
+2,800
2724
$23K ﹤0.01%
337
2725
$23K ﹤0.01%
+3,437
107 108
109
110 111