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
3551
$8K ﹤0.01%
+320
3552
$8K ﹤0.01%
+479
3553
$8K ﹤0.01%
+49
3554
$8K ﹤0.01%
+300
3555
$8K ﹤0.01%
209
+200
3556
$8K ﹤0.01%
+540
3557
$8K ﹤0.01%
+300
3558
$8K ﹤0.01%
+102
3559
$8K ﹤0.01%
+200
3560
$8K ﹤0.01%
+125
3561
$8K ﹤0.01%
144
-123
3562
$8K ﹤0.01%
+1,000
3563
$8K ﹤0.01%
+18
3564
$8K ﹤0.01%
+90
3565
$8K ﹤0.01%
+132
3566
$8K ﹤0.01%
+27
3567
$8K ﹤0.01%
+372
3568
$8K ﹤0.01%
+300
3569
$8K ﹤0.01%
156
+58
3570
$8K ﹤0.01%
+394
3571
$8K ﹤0.01%
+485
3572
$8K ﹤0.01%
100
-50
3573
$8K ﹤0.01%
+116
3574
$8K ﹤0.01%
+300
3575
– –
0
141 142
143
144 145