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
301
$2.44M 0.08%
26,606
+21,875
302
$2.43M 0.08%
54,527
+51,111
303
$2.42M 0.08%
62,135
+45,962
304
$2.4M 0.08%
+143,666
305
$2.4M 0.08%
78,095
+44,149
306
$2.4M 0.08%
46,631
+21,000
307
$2.39M 0.08%
79,854
+71,969
308
$2.37M 0.08%
+89,259
309
$2.36M 0.08%
61,046
+59,124
310
$2.31M 0.07%
18,866
+7,171
311
$2.29M 0.07%
61,207
+17,724
312
$2.28M 0.07%
86,334
+72,945
313
$2.27M 0.07%
15,373
+4,434
314
$2.26M 0.07%
30,117
+19,779
315
$2.25M 0.07%
113,000
+29,185
316
$2.24M 0.07%
26,026
+5,041
317
$2.22M 0.07%
26,750
+21,401
318
$2.21M 0.07%
19,193
+7,751
319
$2.2M 0.07%
80,050
+53,376
320
$2.19M 0.07%
19,656
+2,402
321
$2.18M 0.07%
71,961
+65,171
322
$2.18M 0.07%
+86,657
323
$2.17M 0.07%
33,192
+26,757
324
$2.17M 0.07%
33,217
+32,983
325
$2.17M 0.07%
59,680
+29,580
11 12
13
14 15