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
3501
$9K ﹤0.01%
342
+115
3502
$9K ﹤0.01%
+2,399
3503
$8K ﹤0.01%
+4
3504
$8K ﹤0.01%
487
+38
3505
$8K ﹤0.01%
+1,835
3506
$8K ﹤0.01%
+200
3507
$8K ﹤0.01%
60
3508
$8K ﹤0.01%
+74
3509
$8K ﹤0.01%
435
+327
3510
$8K ﹤0.01%
+10
3511
$8K ﹤0.01%
659
+159
3512
$8K ﹤0.01%
+21
3513
$8K ﹤0.01%
+349
3514
$8K ﹤0.01%
148
+1
3515
$8K ﹤0.01%
+417
3516
$8K ﹤0.01%
+235
3517
$8K ﹤0.01%
+290
3518
$8K ﹤0.01%
+90
3519
$8K ﹤0.01%
495
+120
3520
$8K ﹤0.01%
+331
3521
$8K ﹤0.01%
140
+135
3522
$8K ﹤0.01%
+8
3523
$8K ﹤0.01%
+74
3524
$8K ﹤0.01%
200
3525
$8K ﹤0.01%
+132