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
2751
$22K ﹤0.01%
+1,800
2752
$22K ﹤0.01%
879
+779
2753
$22K ﹤0.01%
425
+317
2754
$22K ﹤0.01%
+3,459
2755
$22K ﹤0.01%
1,390
+490
2756
$22K ﹤0.01%
+1,526
2757
$22K ﹤0.01%
268
-408
2758
$22K ﹤0.01%
+387
2759
$22K ﹤0.01%
104
+67
2760
$22K ﹤0.01%
+88
2761
$22K ﹤0.01%
135
+49
2762
$22K ﹤0.01%
278
+257
2763
$22K ﹤0.01%
1,062
+105
2764
$22K ﹤0.01%
+407
2765
$22K ﹤0.01%
258
+206
2766
$22K ﹤0.01%
+67,808
2767
$22K ﹤0.01%
+100
2768
$22K ﹤0.01%
+2,000
2769
$22K ﹤0.01%
+446
2770
$22K ﹤0.01%
387
+187
2771
$22K ﹤0.01%
1,025
+415
2772
$22K ﹤0.01%
+107
2773
$22K ﹤0.01%
826
+426
2774
$22K ﹤0.01%
+209
2775
$22K ﹤0.01%
940
+626