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
3476
$9K ﹤0.01%
176
3477
$9K ﹤0.01%
93
+61
3478
$9K ﹤0.01%
+195
3479
$9K ﹤0.01%
+354
3480
$9K ﹤0.01%
+613
3481
$9K ﹤0.01%
10
+9
3482
$9K ﹤0.01%
620
+580
3483
$9K ﹤0.01%
241
3484
$9K ﹤0.01%
405
+402
3485
$9K ﹤0.01%
+1
3486
$9K ﹤0.01%
+800
3487
$9K ﹤0.01%
+250
3488
$9K ﹤0.01%
+337
3489
$9K ﹤0.01%
+500
3490
$9K ﹤0.01%
160
+54
3491
$9K ﹤0.01%
256
+245
3492
$9K ﹤0.01%
+638
3493
$9K ﹤0.01%
119
+110
3494
$9K ﹤0.01%
+100
3495
$9K ﹤0.01%
636
-479
3496
$9K ﹤0.01%
+63
3497
$9K ﹤0.01%
895
-237
3498
$9K ﹤0.01%
305
+111
3499
$9K ﹤0.01%
140
+72
3500
$9K ﹤0.01%
3,150
138 139
140
141 142