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
2926
$18K ﹤0.01%
160
+40
2927
$18K ﹤0.01%
+368
2928
$18K ﹤0.01%
2,469
+1,283
2929
$18K ﹤0.01%
154
+122
2930
$18K ﹤0.01%
+843
2931
$18K ﹤0.01%
+387
2932
$18K ﹤0.01%
959
-808
2933
$18K ﹤0.01%
+67
2934
$18K ﹤0.01%
744
+374
2935
$18K ﹤0.01%
+2,080
2936
$18K ﹤0.01%
+262
2937
$18K ﹤0.01%
+25
2938
$18K ﹤0.01%
+903
2939
$18K ﹤0.01%
+270
2940
$18K ﹤0.01%
914
+886
2941
$18K ﹤0.01%
423
-31
2942
$18K ﹤0.01%
+287
2943
$18K ﹤0.01%
+1,632
2944
$18K ﹤0.01%
+763
2945
$18K ﹤0.01%
+1,236
2946
$18K ﹤0.01%
+98
2947
$18K ﹤0.01%
+118
2948
$18K ﹤0.01%
485
-38
2949
$18K ﹤0.01%
170
+70
2950
$18K ﹤0.01%
+613
116 117
118
119 120