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
2801
$21K ﹤0.01%
+410
2802
$21K ﹤0.01%
1,400
2803
$21K ﹤0.01%
+405
2804
$21K ﹤0.01%
1,285
+485
2805
$21K ﹤0.01%
+172
2806
$21K ﹤0.01%
426
+336
2807
$21K ﹤0.01%
+189
2808
$21K ﹤0.01%
278
+190
2809
$21K ﹤0.01%
303
+231
2810
$21K ﹤0.01%
52
+39
2811
$21K ﹤0.01%
+1,190
2812
$21K ﹤0.01%
+837
2813
$21K ﹤0.01%
349
-392
2814
$21K ﹤0.01%
1,650
+1,000
2815
$21K ﹤0.01%
5,000
2816
$21K ﹤0.01%
+441
2817
$21K ﹤0.01%
+752
2818
$21K ﹤0.01%
128
+41
2819
$20K ﹤0.01%
+188
2820
$20K ﹤0.01%
+71
2821
$20K ﹤0.01%
43
2822
$20K ﹤0.01%
+861
2823
$20K ﹤0.01%
+805
2824
$20K ﹤0.01%
+43
2825
$20K ﹤0.01%
+105