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
2876
$19K ﹤0.01%
+488
2877
$19K ﹤0.01%
517
+17
2878
$19K ﹤0.01%
+3,000
2879
$19K ﹤0.01%
+3,000
2880
$19K ﹤0.01%
408
-18,102
2881
$19K ﹤0.01%
+106
2882
$19K ﹤0.01%
62
+41
2883
$19K ﹤0.01%
+209
2884
$19K ﹤0.01%
113
+67
2885
$19K ﹤0.01%
333
+332
2886
$19K ﹤0.01%
+206
2887
$19K ﹤0.01%
+1,385
2888
$19K ﹤0.01%
156
+154
2889
$19K ﹤0.01%
92
+75
2890
$19K ﹤0.01%
2,268
+2,128
2891
$19K ﹤0.01%
523
+493
2892
$19K ﹤0.01%
1,271
+971
2893
$19K ﹤0.01%
423
+123
2894
$19K ﹤0.01%
+2,130
2895
$19K ﹤0.01%
+125
2896
$19K ﹤0.01%
+380
2897
$19K ﹤0.01%
281
+10
2898
$19K ﹤0.01%
+115
2899
$19K ﹤0.01%
+163
2900
$19K ﹤0.01%
359