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
3601
$7K ﹤0.01%
300
3602
$7K ﹤0.01%
193
+100
3603
$7K ﹤0.01%
+136
3604
$7K ﹤0.01%
375
+175
3605
$7K ﹤0.01%
169
+27
3606
$7K ﹤0.01%
351
+202
3607
$7K ﹤0.01%
+298
3608
$7K ﹤0.01%
277
+117
3609
$7K ﹤0.01%
326
+7
3610
$7K ﹤0.01%
83
+70
3611
$7K ﹤0.01%
+326
3612
$7K ﹤0.01%
+103
3613
$7K ﹤0.01%
+260
3614
$7K ﹤0.01%
61
-41
3615
$7K ﹤0.01%
+350
3616
$7K ﹤0.01%
+600
3617
$7K ﹤0.01%
108
+69
3618
$7K ﹤0.01%
1,224
-3,976
3619
$7K ﹤0.01%
+269
3620
$7K ﹤0.01%
+276
3621
$7K ﹤0.01%
40
3622
$7K ﹤0.01%
+643
3623
$7K ﹤0.01%
+200
3624
$7K ﹤0.01%
+225
3625
$7K ﹤0.01%
+500
143 144
145
146 147