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
3101
$15K ﹤0.01%
1,200
-12,900
3102
$15K ﹤0.01%
+171
3103
$15K ﹤0.01%
+31
3104
$15K ﹤0.01%
125
3105
$15K ﹤0.01%
+601
3106
$15K ﹤0.01%
+485
3107
$15K ﹤0.01%
352
+337
3108
$15K ﹤0.01%
+112
3109
$15K ﹤0.01%
639
+183
3110
$15K ﹤0.01%
348
+225
3111
$15K ﹤0.01%
+667
3112
$15K ﹤0.01%
+840
3113
$15K ﹤0.01%
+600
3114
$15K ﹤0.01%
+540
3115
$15K ﹤0.01%
+656
3116
$15K ﹤0.01%
+19
3117
$15K ﹤0.01%
400
3118
$15K ﹤0.01%
3,189
+714
3119
$15K ﹤0.01%
+300
3120
$15K ﹤0.01%
15
3121
$15K ﹤0.01%
+81
3122
$15K ﹤0.01%
+268
3123
$15K ﹤0.01%
398
+110
3124
$14K ﹤0.01%
+4,037
3125
$14K ﹤0.01%
+687