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
3001
$17K ﹤0.01%
+207
3002
$17K ﹤0.01%
101
-360
3003
$17K ﹤0.01%
+78
3004
$17K ﹤0.01%
605
+278
3005
$17K ﹤0.01%
149
+123
3006
$17K ﹤0.01%
497
+470
3007
$17K ﹤0.01%
472
+90
3008
$17K ﹤0.01%
194
+44
3009
$17K ﹤0.01%
16
-84
3010
$17K ﹤0.01%
+104
3011
$17K ﹤0.01%
+4,741
3012
$17K ﹤0.01%
58
+25
3013
$17K ﹤0.01%
+104
3014
$17K ﹤0.01%
+400
3015
$17K ﹤0.01%
+154
3016
$17K ﹤0.01%
+897
3017
$16K ﹤0.01%
1,438
+883
3018
$16K ﹤0.01%
+2,755
3019
$16K ﹤0.01%
502
+117
3020
$16K ﹤0.01%
+22
3021
$16K ﹤0.01%
+2,000
3022
$16K ﹤0.01%
255
+215
3023
$16K ﹤0.01%
+124
3024
$16K ﹤0.01%
373
+333
3025
$16K ﹤0.01%
282
+72
119 120
121
122 123