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
2726
$23K ﹤0.01%
400
+300
2727
$23K ﹤0.01%
+1,652
2728
$23K ﹤0.01%
+1,059
2729
$23K ﹤0.01%
206
-106
2730
$23K ﹤0.01%
100
+59
2731
$23K ﹤0.01%
405
-330
2732
$23K ﹤0.01%
+1,085
2733
$23K ﹤0.01%
56
-1,270
2734
$23K ﹤0.01%
+250
2735
$23K ﹤0.01%
+375
2736
$23K ﹤0.01%
225
-75
2737
$23K ﹤0.01%
278
+257
2738
$23K ﹤0.01%
1,122
+876
2739
$23K ﹤0.01%
649
+625
2740
$23K ﹤0.01%
+800
2741
$22K ﹤0.01%
+187
2742
$22K ﹤0.01%
402
+261
2743
$22K ﹤0.01%
752
+592
2744
$22K ﹤0.01%
+1,000
2745
$22K ﹤0.01%
+770
2746
$22K ﹤0.01%
348
+196
2747
$22K ﹤0.01%
958
+932
2748
$22K ﹤0.01%
+574
2749
$22K ﹤0.01%
272
+257
2750
$22K ﹤0.01%
+111
108 109
110
111 112