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
3226
$13K ﹤0.01%
+1,977
3227
$13K ﹤0.01%
+1,197
3228
$13K ﹤0.01%
+600
3229
$13K ﹤0.01%
441
-2,308
3230
$13K ﹤0.01%
302
+85
3231
$13K ﹤0.01%
1,130
-1,270
3232
$13K ﹤0.01%
698
-594
3233
$13K ﹤0.01%
200
+55
3234
$13K ﹤0.01%
1,033
+296
3235
$13K ﹤0.01%
271
+103
3236
$13K ﹤0.01%
178
+120
3237
$13K ﹤0.01%
+82
3238
$13K ﹤0.01%
+6
3239
$12K ﹤0.01%
+366
3240
$12K ﹤0.01%
+135
3241
$12K ﹤0.01%
132
-104
3242
$12K ﹤0.01%
+540
3243
$12K ﹤0.01%
+893
3244
$12K ﹤0.01%
374
+290
3245
$12K ﹤0.01%
694
+309
3246
$12K ﹤0.01%
176
+136
3247
$12K ﹤0.01%
+267
3248
$12K ﹤0.01%
151
-164
3249
$12K ﹤0.01%
2,500
3250
$12K ﹤0.01%
210
+79
128 129
130
131 132