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
3726
$6K ﹤0.01%
1,101
+800
3727
$6K ﹤0.01%
86
+83
3728
$6K ﹤0.01%
+565
3729
$6K ﹤0.01%
170
+164
3730
$6K ﹤0.01%
+220
3731
$6K ﹤0.01%
35
+8
3732
$6K ﹤0.01%
+112
3733
$6K ﹤0.01%
+158
3734
$6K ﹤0.01%
+175
3735
$6K ﹤0.01%
99
-242
3736
$6K ﹤0.01%
+575
3737
$6K ﹤0.01%
+276
3738
$6K ﹤0.01%
+402
3739
$6K ﹤0.01%
123
+16
3740
$6K ﹤0.01%
+147
3741
$6K ﹤0.01%
+500
3742
$6K ﹤0.01%
153
+3
3743
$6K ﹤0.01%
+500
3744
$6K ﹤0.01%
+131
3745
$6K ﹤0.01%
+300
3746
$5K ﹤0.01%
+42
3747
$5K ﹤0.01%
48
+12
3748
$5K ﹤0.01%
35
3749
$5K ﹤0.01%
+250
3750
$5K ﹤0.01%
27
+25