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
3701
$6K ﹤0.01%
+107
3702
$6K ﹤0.01%
1,000
3703
$6K ﹤0.01%
506
3704
$6K ﹤0.01%
1,000
3705
$6K ﹤0.01%
207
+57
3706
$6K ﹤0.01%
+149
3707
$6K ﹤0.01%
68
+34
3708
$6K ﹤0.01%
+300
3709
$6K ﹤0.01%
2,860
+660
3710
$6K ﹤0.01%
284
+4
3711
$6K ﹤0.01%
110
-9
3712
$6K ﹤0.01%
+22
3713
$6K ﹤0.01%
+181
3714
$6K ﹤0.01%
125
3715
$6K ﹤0.01%
+428
3716
$6K ﹤0.01%
43
+25
3717
$6K ﹤0.01%
201
+79
3718
$6K ﹤0.01%
270
3719
$6K ﹤0.01%
106
+78
3720
$6K ﹤0.01%
222
3721
$6K ﹤0.01%
+444
3722
$6K ﹤0.01%
294
3723
$6K ﹤0.01%
+116
3724
$6K ﹤0.01%
74
-93
3725
$6K ﹤0.01%
+385
147 148
149
150 151