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
3326
$11K ﹤0.01%
270
+50
3327
$11K ﹤0.01%
+2
3328
$11K ﹤0.01%
192
+149
3329
$11K ﹤0.01%
+27
3330
$11K ﹤0.01%
+221
3331
$11K ﹤0.01%
+186
3332
$11K ﹤0.01%
+2,000
3333
$11K ﹤0.01%
220
3334
$11K ﹤0.01%
+43
3335
$11K ﹤0.01%
+800
3336
$11K ﹤0.01%
+84
3337
$11K ﹤0.01%
62
+55
3338
$11K ﹤0.01%
122
+28
3339
$11K ﹤0.01%
+156
3340
$11K ﹤0.01%
+15
3341
$11K ﹤0.01%
65
+51
3342
$11K ﹤0.01%
201
+38
3343
$11K ﹤0.01%
+10
3344
$11K ﹤0.01%
700
-250
3345
$11K ﹤0.01%
398
+37
3346
$11K ﹤0.01%
+10
3347
$11K ﹤0.01%
177
+164
3348
$11K ﹤0.01%
819
-551
3349
$11K ﹤0.01%
+111
3350
$11K ﹤0.01%
648
+302
132 133
134
135 136