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
3051
$16K ﹤0.01%
+513
3052
$16K ﹤0.01%
+438
3053
$16K ﹤0.01%
+623
3054
$16K ﹤0.01%
+80
3055
$16K ﹤0.01%
+607
3056
$16K ﹤0.01%
713
+663
3057
$16K ﹤0.01%
+724
3058
$16K ﹤0.01%
+748
3059
$16K ﹤0.01%
119
+85
3060
$16K ﹤0.01%
+426
3061
$16K ﹤0.01%
217
3062
$16K ﹤0.01%
195
+4
3063
$16K ﹤0.01%
600
-12
3064
$16K ﹤0.01%
+753
3065
$16K ﹤0.01%
944
+344
3066
$16K ﹤0.01%
+847
3067
$16K ﹤0.01%
169
+144
3068
$16K ﹤0.01%
+553
3069
$16K ﹤0.01%
+1,000
3070
$16K ﹤0.01%
198
+169
3071
$15K ﹤0.01%
+381
3072
$15K ﹤0.01%
+29
3073
$15K ﹤0.01%
294
+293
3074
$15K ﹤0.01%
39
3075
$15K ﹤0.01%
202
+21