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
2901
$19K ﹤0.01%
297
+9
2902
$19K ﹤0.01%
306
2903
$19K ﹤0.01%
5,406
-1,074
2904
$19K ﹤0.01%
260
+37
2905
$19K ﹤0.01%
+815
2906
$19K ﹤0.01%
1,278
+997
2907
$19K ﹤0.01%
+872
2908
$19K ﹤0.01%
+8
2909
$19K ﹤0.01%
303
+292
2910
$19K ﹤0.01%
+153
2911
$19K ﹤0.01%
200
+28
2912
$19K ﹤0.01%
+450
2913
$19K ﹤0.01%
33
+27
2914
$19K ﹤0.01%
982
+1
2915
$19K ﹤0.01%
122
+65
2916
$19K ﹤0.01%
+3
2917
$19K ﹤0.01%
1,201
+402
2918
$18K ﹤0.01%
+25
2919
$18K ﹤0.01%
+111
2920
$18K ﹤0.01%
+294
2921
$18K ﹤0.01%
+1
2922
$18K ﹤0.01%
113
+78
2923
$18K ﹤0.01%
104
+87
2924
$18K ﹤0.01%
+219
2925
$18K ﹤0.01%
+153