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
3026
$16K ﹤0.01%
270
+50
3027
$16K ﹤0.01%
299
+205
3028
$16K ﹤0.01%
236
3029
$16K ﹤0.01%
+840
3030
$16K ﹤0.01%
+512
3031
$16K ﹤0.01%
+115
3032
$16K ﹤0.01%
+221
3033
$16K ﹤0.01%
+478
3034
$16K ﹤0.01%
796
+569
3035
$16K ﹤0.01%
428
+22
3036
$16K ﹤0.01%
140
+128
3037
$16K ﹤0.01%
41
-24
3038
$16K ﹤0.01%
+67
3039
$16K ﹤0.01%
185
+166
3040
$16K ﹤0.01%
+51
3041
$16K ﹤0.01%
175
+54
3042
$16K ﹤0.01%
445
+88
3043
$16K ﹤0.01%
+650
3044
$16K ﹤0.01%
21
3045
$16K ﹤0.01%
+1,197
3046
$16K ﹤0.01%
+600
3047
$16K ﹤0.01%
378
-11
3048
$16K ﹤0.01%
+1,612
3049
$16K ﹤0.01%
+374
3050
$16K ﹤0.01%
+79
120 121
122
123 124