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
3251
$12K ﹤0.01%
78
-5
3252
$12K ﹤0.01%
+500
3253
$12K ﹤0.01%
+1,408
3254
$12K ﹤0.01%
480
+330
3255
$12K ﹤0.01%
9
+2
3256
$12K ﹤0.01%
664
+564
3257
$12K ﹤0.01%
+48
3258
$12K ﹤0.01%
+552
3259
$12K ﹤0.01%
38
+35
3260
$12K ﹤0.01%
188
+7
3261
$12K ﹤0.01%
8,900
+7,150
3262
$12K ﹤0.01%
32
+10
3263
$12K ﹤0.01%
+815
3264
$12K ﹤0.01%
+518
3265
$12K ﹤0.01%
900
3266
$12K ﹤0.01%
252
+102
3267
$12K ﹤0.01%
267
-1,463
3268
$12K ﹤0.01%
78
+25
3269
$12K ﹤0.01%
+12
3270
$12K ﹤0.01%
+294
3271
$12K ﹤0.01%
344
+134
3272
$12K ﹤0.01%
269
+149
3273
$12K ﹤0.01%
70
+39
3274
$12K ﹤0.01%
+1
3275
$12K ﹤0.01%
1,750
129 130
131
132 133