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
3351
$11K ﹤0.01%
+6
3352
$11K ﹤0.01%
+279
3353
$11K ﹤0.01%
+146
3354
$11K ﹤0.01%
+407
3355
$11K ﹤0.01%
150
3356
$11K ﹤0.01%
+331
3357
$11K ﹤0.01%
210
+191
3358
$11K ﹤0.01%
+465
3359
$11K ﹤0.01%
364
+110
3360
$11K ﹤0.01%
+10
3361
$11K ﹤0.01%
225
-212
3362
$11K ﹤0.01%
+1
3363
$11K ﹤0.01%
126
+112
3364
$11K ﹤0.01%
+600
3365
$11K ﹤0.01%
+299
3366
$11K ﹤0.01%
520
-1,793
3367
$11K ﹤0.01%
+428
3368
$11K ﹤0.01%
+38
3369
$11K ﹤0.01%
200
3370
$11K ﹤0.01%
+272
3371
$11K ﹤0.01%
80
3372
$11K ﹤0.01%
+2
3373
$10K ﹤0.01%
+527
3374
$10K ﹤0.01%
150
3375
$10K ﹤0.01%
+200
133 134
135
136 137