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
3801
$5K ﹤0.01%
+178
3802
$5K ﹤0.01%
184
+69
3803
$5K ﹤0.01%
156
+133
3804
$5K ﹤0.01%
+200
3805
$5K ﹤0.01%
+500
3806
$5K ﹤0.01%
+500
3807
$5K ﹤0.01%
4,000
+2,000
3808
$5K ﹤0.01%
100
3809
$5K ﹤0.01%
97
+38
3810
$5K ﹤0.01%
171
-918
3811
$5K ﹤0.01%
53
3812
$5K ﹤0.01%
+100
3813
$5K ﹤0.01%
+84
3814
$5K ﹤0.01%
+32
3815
$5K ﹤0.01%
+9
3816
$5K ﹤0.01%
+136
3817
$5K ﹤0.01%
+220
3818
$5K ﹤0.01%
104
3819
$5K ﹤0.01%
+86
3820
$5K ﹤0.01%
+143
3821
$5K ﹤0.01%
1,271
+1,235
3822
$5K ﹤0.01%
+260
3823
$5K ﹤0.01%
309
-61
3824
$5K ﹤0.01%
68
+28
3825
$5K ﹤0.01%
+1,500
151 152
153
154 155