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
3751
$5K ﹤0.01%
+100
3752
$5K ﹤0.01%
+51
3753
$5K ﹤0.01%
+200
3754
$5K ﹤0.01%
+149
3755
$5K ﹤0.01%
165
+52
3756
$5K ﹤0.01%
+200
3757
$5K ﹤0.01%
141
-69
3758
$5K ﹤0.01%
6
+5
3759
$5K ﹤0.01%
130
+50
3760
$5K ﹤0.01%
243
3761
$5K ﹤0.01%
+85
3762
$5K ﹤0.01%
+296
3763
$5K ﹤0.01%
200
+20
3764
$5K ﹤0.01%
50
+40
3765
$5K ﹤0.01%
+31
3766
$5K ﹤0.01%
+100
3767
$5K ﹤0.01%
167
+17
3768
$5K ﹤0.01%
+204
3769
$5K ﹤0.01%
+86
3770
$5K ﹤0.01%
270
+121
3771
$5K ﹤0.01%
+76
3772
$5K ﹤0.01%
64
+29
3773
$5K ﹤0.01%
+273
3774
$5K ﹤0.01%
55
3775
$5K ﹤0.01%
+137
149 150
151
152 153