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
3651
$7K ﹤0.01%
200
3652
$7K ﹤0.01%
+200
3653
$6K ﹤0.01%
+400
3654
$6K ﹤0.01%
+142
3655
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+600
3656
$6K ﹤0.01%
+210
3657
$6K ﹤0.01%
+88
3658
$6K ﹤0.01%
+182
3659
$6K ﹤0.01%
+350
3660
$6K ﹤0.01%
+92
3661
$6K ﹤0.01%
500
3662
$6K ﹤0.01%
139
3663
$6K ﹤0.01%
363
+23
3664
$6K ﹤0.01%
+83
3665
$6K ﹤0.01%
+227
3666
$6K ﹤0.01%
+539
3667
$6K ﹤0.01%
+127
3668
$6K ﹤0.01%
+100
3669
$6K ﹤0.01%
332
+268
3670
$6K ﹤0.01%
+79
3671
$6K ﹤0.01%
520
3672
$6K ﹤0.01%
+400
3673
$6K ﹤0.01%
119
+4
3674
$6K ﹤0.01%
+1,026
3675
$6K ﹤0.01%
36
-85