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
3876
$4K ﹤0.01%
+116
3877
$4K ﹤0.01%
200
3878
$4K ﹤0.01%
+500
3879
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3880
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+58
3881
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14
+9
3882
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47
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3884
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+102
3885
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69
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3886
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4
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3887
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3888
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+60
3889
$4K ﹤0.01%
191
+91
3890
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+200
3891
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142
+7
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3893
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3894
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3895
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122
3896
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53
3897
$4K ﹤0.01%
+200
3898
$4K ﹤0.01%
+8
3899
$4K ﹤0.01%
1,040
+485
3900
$4K ﹤0.01%
+120