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
3201
$13K ﹤0.01%
879
+566
3202
$13K ﹤0.01%
1
3203
$13K ﹤0.01%
504
+354
3204
$13K ﹤0.01%
+393
3205
$13K ﹤0.01%
+500
3206
$13K ﹤0.01%
188
-100
3207
$13K ﹤0.01%
15
-40
3208
$13K ﹤0.01%
+500
3209
$13K ﹤0.01%
+525
3210
$13K ﹤0.01%
+1,102
3211
$13K ﹤0.01%
+56
3212
$13K ﹤0.01%
1,875
3213
$13K ﹤0.01%
+286
3214
$13K ﹤0.01%
616
+136
3215
– –
0
3216
$13K ﹤0.01%
+795
3217
$13K ﹤0.01%
+700
3218
$13K ﹤0.01%
1,400
-100
3219
$13K ﹤0.01%
+661
3220
$13K ﹤0.01%
16
-1
3221
$13K ﹤0.01%
+2,000
3222
$13K ﹤0.01%
+4
3223
$13K ﹤0.01%
+13
3224
$13K ﹤0.01%
431
+361
3225
$13K ﹤0.01%
+704
127 128
129
130 131