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
3276
$12K ﹤0.01%
+333
3277
$12K ﹤0.01%
325
3278
$12K ﹤0.01%
+398
3279
$12K ﹤0.01%
465
3280
$12K ﹤0.01%
1,495
+712
3281
$12K ﹤0.01%
4,369
+2,369
3282
$12K ﹤0.01%
+32
3283
$12K ﹤0.01%
+21
3284
$12K ﹤0.01%
1,050
3285
$12K ﹤0.01%
+800
3286
$12K ﹤0.01%
456
+262
3287
$12K ﹤0.01%
55
3288
$12K ﹤0.01%
500
3289
$12K ﹤0.01%
+12
3290
$12K ﹤0.01%
+1,200
3291
$12K ﹤0.01%
+1
3292
$12K ﹤0.01%
384
+287
3293
$12K ﹤0.01%
+277
3294
$12K ﹤0.01%
45
+20
3295
$11K ﹤0.01%
+13
3296
$11K ﹤0.01%
+4
3297
$11K ﹤0.01%
81
-222
3298
$11K ﹤0.01%
288
+278
3299
$11K ﹤0.01%
388
3300
$11K ﹤0.01%
+11
130 131
132
133 134