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
3076
$15K ﹤0.01%
+46
3077
$15K ﹤0.01%
+424
3078
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+61
3079
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260
-502
3080
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+1,000
3081
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600
3082
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+422
3083
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259
3084
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+1,300
3085
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+1,214
3086
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38
+20
3087
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+822
3088
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+600
3089
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715
+9
3090
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+42
3091
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+54
3092
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+22
3093
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299
+289
3094
$15K ﹤0.01%
+1,508
3095
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219
+49
3096
$15K ﹤0.01%
+53
3097
$15K ﹤0.01%
63
+11
3098
$15K ﹤0.01%
383
+367
3099
$15K ﹤0.01%
+3
3100
$15K ﹤0.01%
287
+107