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
3301
$11K ﹤0.01%
+190
3302
$11K ﹤0.01%
+12
3303
$11K ﹤0.01%
+178
3304
$11K ﹤0.01%
+16
3305
0
3306
$11K ﹤0.01%
211
3307
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57
+41
3308
$11K ﹤0.01%
157
+18
3309
$11K ﹤0.01%
+257
3310
$11K ﹤0.01%
+163
3311
$11K ﹤0.01%
+3,059
3312
$11K ﹤0.01%
390
+374
3313
$11K ﹤0.01%
+500
3314
$11K ﹤0.01%
+1,222
3315
$11K ﹤0.01%
43
+32
3316
$11K ﹤0.01%
365
+309
3317
$11K ﹤0.01%
+4,000
3318
$11K ﹤0.01%
97
+84
3319
$11K ﹤0.01%
+11
3320
$11K ﹤0.01%
+300
3321
$11K ﹤0.01%
+278
3322
$11K ﹤0.01%
+4
3323
$11K ﹤0.01%
22
-363
3324
$11K ﹤0.01%
+4
3325
$11K ﹤0.01%
+180