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
2951
$18K ﹤0.01%
739
+670
2952
$18K ﹤0.01%
+1,208
2953
$18K ﹤0.01%
+1,117
2954
$18K ﹤0.01%
+1,171
2955
$18K ﹤0.01%
223
+179
2956
$18K ﹤0.01%
156
+149
2957
$18K ﹤0.01%
645
2958
$18K ﹤0.01%
114
+111
2959
$18K ﹤0.01%
102
+67
2960
$18K ﹤0.01%
+388
2961
$18K ﹤0.01%
2,701
+901
2962
$18K ﹤0.01%
525
+55
2963
$18K ﹤0.01%
+44
2964
$18K ﹤0.01%
+779
2965
$18K ﹤0.01%
+2,528
2966
$18K ﹤0.01%
+40
2967
$18K ﹤0.01%
73
+5
2968
$18K ﹤0.01%
+122
2969
$18K ﹤0.01%
+297
2970
$18K ﹤0.01%
+600
2971
$18K ﹤0.01%
+506
2972
$18K ﹤0.01%
+654
2973
$18K ﹤0.01%
+1,450
2974
$18K ﹤0.01%
380
-1,204
2975
$18K ﹤0.01%
+403