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
3426
$10K ﹤0.01%
+210
3427
$10K ﹤0.01%
+365
3428
$10K ﹤0.01%
+379
3429
$10K ﹤0.01%
244
+40
3430
$10K ﹤0.01%
828
+182
3431
$10K ﹤0.01%
+490
3432
$10K ﹤0.01%
202
+155
3433
$10K ﹤0.01%
+20
3434
$10K ﹤0.01%
228
-13
3435
$10K ﹤0.01%
+400
3436
$10K ﹤0.01%
+142
3437
$10K ﹤0.01%
+703
3438
$10K ﹤0.01%
+235
3439
$10K ﹤0.01%
93
+80
3440
$10K ﹤0.01%
242
+94
3441
$9K ﹤0.01%
204
+104
3442
$9K ﹤0.01%
88
+75
3443
$9K ﹤0.01%
+290
3444
$9K ﹤0.01%
3,137
+2,702
3445
$9K ﹤0.01%
51
-131
3446
$9K ﹤0.01%
75
3447
$9K ﹤0.01%
+350
3448
$9K ﹤0.01%
373
+342
3449
$9K ﹤0.01%
100
+1
3450
$9K ﹤0.01%
360
-130
136 137
138
139 140