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
3376
$10K ﹤0.01%
+506
3377
$10K ﹤0.01%
+266
3378
$10K ﹤0.01%
+180
3379
$10K ﹤0.01%
+3
3380
$10K ﹤0.01%
+7
3381
$10K ﹤0.01%
+750
3382
$10K ﹤0.01%
+193
3383
$10K ﹤0.01%
3,805
-1,200
3384
$10K ﹤0.01%
650
+440
3385
$10K ﹤0.01%
354
+254
3386
$10K ﹤0.01%
1,012
+999
3387
$10K ﹤0.01%
+212
3388
$10K ﹤0.01%
+478
3389
$10K ﹤0.01%
+64
3390
$10K ﹤0.01%
+124
3391
$10K ﹤0.01%
416
+140
3392
$10K ﹤0.01%
+1,091
3393
$10K ﹤0.01%
+440
3394
$10K ﹤0.01%
+402
3395
$10K ﹤0.01%
+760
3396
$10K ﹤0.01%
+188
3397
$10K ﹤0.01%
+1,050
3398
$10K ﹤0.01%
217
+201
3399
$10K ﹤0.01%
+284
3400
$10K ﹤0.01%
365
+36
134 135
136
137 138