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
2976
$18K ﹤0.01%
200
-4,486
2977
$18K ﹤0.01%
298
+11
2978
$17K ﹤0.01%
+115
2979
$17K ﹤0.01%
446
+428
2980
$17K ﹤0.01%
+60
2981
$17K ﹤0.01%
58
-2,182
2982
$17K ﹤0.01%
+147
2983
$17K ﹤0.01%
+1,454
2984
$17K ﹤0.01%
244
+127
2985
$17K ﹤0.01%
+1,197
2986
$17K ﹤0.01%
1,001
+680
2987
$17K ﹤0.01%
+72
2988
$17K ﹤0.01%
+140
2989
$17K ﹤0.01%
216
+72
2990
$17K ﹤0.01%
+83
2991
$17K ﹤0.01%
+1,042
2992
$17K ﹤0.01%
+445
2993
$17K ﹤0.01%
164
+141
2994
$17K ﹤0.01%
+200
2995
$17K ﹤0.01%
+195
2996
$17K ﹤0.01%
+66
2997
$17K ﹤0.01%
1,236
+5
2998
$17K ﹤0.01%
780
-6,179
2999
$17K ﹤0.01%
+348
3000
$17K ﹤0.01%
167
+161
118 119
120
121 122