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
3401
$10K ﹤0.01%
+107
3402
$10K ﹤0.01%
+1,811
3403
$10K ﹤0.01%
+4,600
3404
$10K ﹤0.01%
116
+107
3405
$10K ﹤0.01%
+1,500
3406
$10K ﹤0.01%
224
+215
3407
$10K ﹤0.01%
1,000
3408
$10K ﹤0.01%
2,000
+1,000
3409
$10K ﹤0.01%
216
+210
3410
$10K ﹤0.01%
90
-2,750
3411
$10K ﹤0.01%
312
+121
3412
$10K ﹤0.01%
206
-105
3413
$10K ﹤0.01%
246
3414
$10K ﹤0.01%
+750
3415
$10K ﹤0.01%
324
3416
$10K ﹤0.01%
+503
3417
$10K ﹤0.01%
+521
3418
$10K ﹤0.01%
+400
3419
$10K ﹤0.01%
4
3420
$10K ﹤0.01%
+220
3421
$10K ﹤0.01%
+102
3422
$10K ﹤0.01%
+1,000
3423
$10K ﹤0.01%
+135
3424
$10K ﹤0.01%
+300
3425
$10K ﹤0.01%
+400
135 136
137
138 139