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
3451
$9K ﹤0.01%
2,453
+2,428
3452
$9K ﹤0.01%
+555
3453
$9K ﹤0.01%
215
+112
3454
$9K ﹤0.01%
1,097
+197
3455
$9K ﹤0.01%
+3,139
3456
$9K ﹤0.01%
+68
3457
$9K ﹤0.01%
101
+21
3458
$9K ﹤0.01%
+3,700
3459
$9K ﹤0.01%
+164
3460
$9K ﹤0.01%
275
+100
3461
$9K ﹤0.01%
+300
3462
$9K ﹤0.01%
+178
3463
$9K ﹤0.01%
+128
3464
$9K ﹤0.01%
96
+95
3465
$9K ﹤0.01%
+136
3466
$9K ﹤0.01%
+343
3467
$9K ﹤0.01%
660
3468
$9K ﹤0.01%
220
+131
3469
$9K ﹤0.01%
+5
3470
$9K ﹤0.01%
+213
3471
$9K ﹤0.01%
+200
3472
$9K ﹤0.01%
+208
3473
$9K ﹤0.01%
45
+26
3474
$9K ﹤0.01%
+377
3475
$9K ﹤0.01%
120
-148