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
3126
$14K ﹤0.01%
685
+189
3127
$14K ﹤0.01%
+1,239
3128
$14K ﹤0.01%
700
+200
3129
$14K ﹤0.01%
+13
3130
$14K ﹤0.01%
+231
3131
$14K ﹤0.01%
520
+99
3132
$14K ﹤0.01%
+10
3133
$14K ﹤0.01%
278
+233
3134
$14K ﹤0.01%
+23
3135
$14K ﹤0.01%
+611
3136
$14K ﹤0.01%
+14
3137
$14K ﹤0.01%
+750
3138
$14K ﹤0.01%
+2,537
3139
$14K ﹤0.01%
666
-19,991
3140
$14K ﹤0.01%
69
+3
3141
$14K ﹤0.01%
+10
3142
$14K ﹤0.01%
169
+134
3143
$14K ﹤0.01%
283
-15
3144
$14K ﹤0.01%
+455
3145
$14K ﹤0.01%
150
+133
3146
$14K ﹤0.01%
292
+160
3147
$14K ﹤0.01%
338
+263
3148
$14K ﹤0.01%
+270
3149
$14K ﹤0.01%
282
+147
3150
$14K ﹤0.01%
+1
124 125
126
127 128