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
2776
$22K ﹤0.01%
+164
2777
$22K ﹤0.01%
+1,585
2778
$22K ﹤0.01%
191
+168
2779
$22K ﹤0.01%
716
+216
2780
$22K ﹤0.01%
+162
2781
$22K ﹤0.01%
+464
2782
$22K ﹤0.01%
3,175
2783
$22K ﹤0.01%
261
+161
2784
$22K ﹤0.01%
+650
2785
$21K ﹤0.01%
836
+773
2786
$21K ﹤0.01%
+411
2787
$21K ﹤0.01%
266
+7
2788
$21K ﹤0.01%
+807
2789
$21K ﹤0.01%
464
+59
2790
$21K ﹤0.01%
+825
2791
$21K ﹤0.01%
+594
2792
$21K ﹤0.01%
+618
2793
$21K ﹤0.01%
289
+163
2794
$21K ﹤0.01%
+226
2795
$21K ﹤0.01%
+868
2796
$21K ﹤0.01%
158
+129
2797
$21K ﹤0.01%
+694
2798
$21K ﹤0.01%
375
+374
2799
$21K ﹤0.01%
+563
2800
$21K ﹤0.01%
+365