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
3176
$13K ﹤0.01%
+28
3177
$13K ﹤0.01%
+799
3178
$13K ﹤0.01%
1,660
+910
3179
$13K ﹤0.01%
234
+205
3180
$13K ﹤0.01%
+630
3181
$13K ﹤0.01%
+245
3182
$13K ﹤0.01%
82
+13
3183
$13K ﹤0.01%
265
3184
$13K ﹤0.01%
+894
3185
$13K ﹤0.01%
130
+121
3186
$13K ﹤0.01%
+1,000
3187
$13K ﹤0.01%
592
+277
3188
$13K ﹤0.01%
+10,000
3189
$13K ﹤0.01%
+361
3190
$13K ﹤0.01%
+1,367
3191
$13K ﹤0.01%
266
-9
3192
$13K ﹤0.01%
+157
3193
$13K ﹤0.01%
+100
3194
$13K ﹤0.01%
+6
3195
$13K ﹤0.01%
287
+269
3196
$13K ﹤0.01%
350
3197
$13K ﹤0.01%
966
+713
3198
$13K ﹤0.01%
+245
3199
$13K ﹤0.01%
+289
3200
$13K ﹤0.01%
+306