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
3526
$8K ﹤0.01%
+175
3527
$8K ﹤0.01%
231
+119
3528
$8K ﹤0.01%
+300
3529
$8K ﹤0.01%
116
+111
3530
$8K ﹤0.01%
266
+100
3531
$8K ﹤0.01%
105
+47
3532
$8K ﹤0.01%
105
+67
3533
$8K ﹤0.01%
+326
3534
$8K ﹤0.01%
206
+193
3535
$8K ﹤0.01%
+345
3536
$8K ﹤0.01%
+119
3537
$8K ﹤0.01%
+468
3538
$8K ﹤0.01%
167
+2
3539
$8K ﹤0.01%
1,199
+1,189
3540
$8K ﹤0.01%
203
-3
3541
$8K ﹤0.01%
+182
3542
$8K ﹤0.01%
+356
3543
$8K ﹤0.01%
+602
3544
$8K ﹤0.01%
+13
3545
$8K ﹤0.01%
376
-374
3546
$8K ﹤0.01%
+307
3547
$8K ﹤0.01%
173
-167
3548
$8K ﹤0.01%
+261
3549
$8K ﹤0.01%
+47
3550
$8K ﹤0.01%
212
+115
140 141
142
143 144