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
3776
$5K ﹤0.01%
+131
3777
$5K ﹤0.01%
+426
3778
$5K ﹤0.01%
66
+49
3779
$5K ﹤0.01%
+39
3780
$5K ﹤0.01%
+99
3781
$5K ﹤0.01%
217
+50
3782
$5K ﹤0.01%
+700
3783
$5K ﹤0.01%
+75
3784
$5K ﹤0.01%
50
-12,176
3785
$5K ﹤0.01%
+22
3786
$5K ﹤0.01%
46
+38
3787
$5K ﹤0.01%
+250
3788
$5K ﹤0.01%
+270
3789
$5K ﹤0.01%
+134
3790
$5K ﹤0.01%
+479
3791
$5K ﹤0.01%
+50
3792
$5K ﹤0.01%
+74
3793
$5K ﹤0.01%
31
+27
3794
$5K ﹤0.01%
+54
3795
$5K ﹤0.01%
+72
3796
$5K ﹤0.01%
82
3797
$5K ﹤0.01%
114
-252
3798
$5K ﹤0.01%
405
3799
$5K ﹤0.01%
200
3800
$5K ﹤0.01%
+80
150 151
152
153 154