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
276
$2.62M 0.08%
32,229
+23,350
277
$2.61M 0.08%
32,125
+13,783
278
$2.61M 0.08%
27,470
+6,368
279
$2.61M 0.08%
16,553
-1,259
280
$2.61M 0.08%
10,666
-1,571
281
– –
-16,043
282
$2.6M 0.08%
34,501
+4,417
283
$2.6M 0.08%
145,341
+145,289
284
$2.6M 0.08%
33,363
+32,156
285
$2.6M 0.08%
49,669
+42,439
286
$2.58M 0.08%
44,007
+24,168
287
$2.57M 0.08%
14,452
+2,221
288
$2.57M 0.08%
133,483
+101,745
289
$2.56M 0.08%
49,603
+34,153
290
$2.53M 0.08%
20,537
+9,933
291
$2.52M 0.08%
22,032
+11,168
292
$2.52M 0.08%
25,247
+25,237
293
$2.51M 0.08%
23,888
+5,696
294
$2.51M 0.08%
19,266
+9,528
295
$2.5M 0.08%
+92,605
296
$2.47M 0.08%
153,940
+67,482
297
$2.46M 0.08%
86,312
+30,645
298
$2.46M 0.08%
59,396
+44,476
299
$2.45M 0.08%
51,056
+18,176
300
$2.45M 0.08%
94,119
+92,369
10 11
12
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