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
251
$2.93M 0.09%
143,658
+136,275
252
$2.9M 0.09%
53,397
+15,641
253
$2.86M 0.09%
115,032
+21,195
254
$2.85M 0.09%
42,247
+38,652
255
$2.83M 0.09%
51,955
+17,322
256
$2.83M 0.09%
57,436
+50,843
257
$2.83M 0.09%
16,433
+6,465
258
$2.82M 0.09%
+92,820
259
$2.81M 0.09%
+101,664
260
$2.8M 0.09%
120,917
+5,188
261
$2.8M 0.09%
26,978
+12,507
262
$2.8M 0.09%
112,694
+92,282
263
$2.79M 0.09%
51,631
-48,952
264
$2.77M 0.09%
24,204
+1,459
265
$2.76M 0.09%
137,865
+130,443
266
$2.76M 0.09%
37,400
+4,920
267
$2.74M 0.09%
57,146
+44,364
268
$2.72M 0.09%
17,348
+4,987
269
$2.72M 0.09%
42,910
+13,941
270
$2.7M 0.09%
18,918
+12,403
271
$2.68M 0.09%
47,619
+28,905
272
$2.66M 0.09%
66,141
-28,772
273
$2.65M 0.08%
19,535
+892
274
$2.63M 0.08%
+286,606
275
$2.62M 0.08%
13,646
+9,693
9 10
11
12 13