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
2851
$20K ﹤0.01%
+233
2852
$20K ﹤0.01%
+200
2853
$20K ﹤0.01%
793
+8
2854
$20K ﹤0.01%
+358
2855
$20K ﹤0.01%
+208
2856
$20K ﹤0.01%
+293
2857
$20K ﹤0.01%
+497
2858
$20K ﹤0.01%
471
+321
2859
$20K ﹤0.01%
500
+175
2860
$20K ﹤0.01%
+1,004
2861
$20K ﹤0.01%
+257
2862
$20K ﹤0.01%
530
-515
2863
$20K ﹤0.01%
+582
2864
$20K ﹤0.01%
+1,997
2865
$20K ﹤0.01%
+433
2866
$20K ﹤0.01%
118
+68
2867
$20K ﹤0.01%
+2
2868
$20K ﹤0.01%
+4
2869
$20K ﹤0.01%
+109
2870
$20K ﹤0.01%
+334
2871
$20K ﹤0.01%
750
+422
2872
$19K ﹤0.01%
+846
2873
$19K ﹤0.01%
+430
2874
$19K ﹤0.01%
381
+38
2875
$19K ﹤0.01%
+560