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
2826
$20K ﹤0.01%
702
2827
$20K ﹤0.01%
+761
2828
$20K ﹤0.01%
+6,300
2829
$20K ﹤0.01%
+1,823
2830
$20K ﹤0.01%
2,536
+796
2831
$20K ﹤0.01%
496
+378
2832
$20K ﹤0.01%
224
+152
2833
$20K ﹤0.01%
759
+696
2834
$20K ﹤0.01%
+1,208
2835
$20K ﹤0.01%
165
+161
2836
$20K ﹤0.01%
595
+255
2837
$20K ﹤0.01%
41
+36
2838
$20K ﹤0.01%
+3
2839
$20K ﹤0.01%
+93
2840
$20K ﹤0.01%
+149
2841
$20K ﹤0.01%
8,347
+8,241
2842
$20K ﹤0.01%
+1,700
2843
$20K ﹤0.01%
450
-25
2844
$20K ﹤0.01%
+334
2845
$20K ﹤0.01%
+530
2846
$20K ﹤0.01%
+600
2847
$20K ﹤0.01%
+1,432
2848
$20K ﹤0.01%
+156
2849
$20K ﹤0.01%
458
+339
2850
$20K ﹤0.01%
1,673
+1,213