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
3151
0
3152
$14K ﹤0.01%
+9
3153
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+13
3154
$14K ﹤0.01%
152
+12
3155
$14K ﹤0.01%
+780
3156
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+469
3157
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3158
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+446
3159
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+607
3160
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+370
3161
$14K ﹤0.01%
242
+175
3162
$14K ﹤0.01%
+1,427
3163
$14K ﹤0.01%
1,735
3164
$14K ﹤0.01%
+1,048
3165
$14K ﹤0.01%
+11
3166
$14K ﹤0.01%
+410
3167
$14K ﹤0.01%
103
+54
3168
$14K ﹤0.01%
312
+302
3169
$14K ﹤0.01%
+21
3170
$14K ﹤0.01%
+14
3171
$14K ﹤0.01%
+32
3172
$14K ﹤0.01%
+350
3173
$14K ﹤0.01%
+2,540
3174
$14K ﹤0.01%
+32
3175
$14K ﹤0.01%
410
+240