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
3676
$6K ﹤0.01%
+227
3677
$6K ﹤0.01%
+300
3678
$6K ﹤0.01%
+288
3679
$6K ﹤0.01%
74
+57
3680
$6K ﹤0.01%
+141
3681
$6K ﹤0.01%
+146
3682
$6K ﹤0.01%
+562
3683
$6K ﹤0.01%
148
3684
$6K ﹤0.01%
+600
3685
$6K ﹤0.01%
+239
3686
$6K ﹤0.01%
+500
3687
$6K ﹤0.01%
+50
3688
$6K ﹤0.01%
+131
3689
$6K ﹤0.01%
+31
3690
$6K ﹤0.01%
+850
3691
$6K ﹤0.01%
53
-1,097
3692
$6K ﹤0.01%
73
+72
3693
$6K ﹤0.01%
107
+39
3694
$6K ﹤0.01%
19
-1
3695
$6K ﹤0.01%
193
-22
3696
$6K ﹤0.01%
+250
3697
$6K ﹤0.01%
137
-84
3698
$6K ﹤0.01%
214
+72
3699
$6K ﹤0.01%
+372
3700
$6K ﹤0.01%
+400
146 147
148
149 150