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
326
$2.17M 0.07%
172,578
+61,722
327
$2.16M 0.07%
69,036
+65,364
328
$2.14M 0.07%
84,446
+77,386
329
$2.12M 0.07%
78,461
+34,593
330
$2.1M 0.07%
21,742
+8,965
331
$2.1M 0.07%
33,123
+5,021
332
$2.08M 0.07%
55,998
+40,655
333
$2.08M 0.07%
29,710
+23,329
334
$2.08M 0.07%
37,942
+22,839
335
$2.07M 0.07%
66,068
+61,091
336
$2.06M 0.07%
+39,042
337
$2.05M 0.07%
77,775
+26,157
338
$2.05M 0.07%
31,248
+19,215
339
$2.05M 0.07%
74,879
+53,105
340
$2.04M 0.07%
114,922
+13,813
341
$2.04M 0.07%
61,262
+27
342
$2.03M 0.07%
+11,524
343
$2.02M 0.06%
79,375
+73,397
344
$2.01M 0.06%
57,524
+37,458
345
$1.99M 0.06%
116,324
+12,118
346
$1.98M 0.06%
49,112
+46,054
347
$1.98M 0.06%
35,915
-42,665
348
$1.97M 0.06%
22,816
+9,825
349
$1.97M 0.06%
24,380
+19,033
350
$1.96M 0.06%
14,444
+5,099
12 13
14
15 16