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
3901
$4K ﹤0.01%
+322
3902
$4K ﹤0.01%
+102
3903
$4K ﹤0.01%
+19
3904
$4K ﹤0.01%
93
+78
3905
$4K ﹤0.01%
+48
3906
$4K ﹤0.01%
+10
3907
$4K ﹤0.01%
+1,000
3908
$4K ﹤0.01%
464
+248
3909
$4K ﹤0.01%
64
3910
$4K ﹤0.01%
+600
3911
$4K ﹤0.01%
+184
3912
$4K ﹤0.01%
+151
3913
$4K ﹤0.01%
+343
3914
$4K ﹤0.01%
10
3915
$4K ﹤0.01%
+179
3916
$4K ﹤0.01%
416
+400
3917
0
3918
$4K ﹤0.01%
+43
3919
$4K ﹤0.01%
71
+1
3920
$4K ﹤0.01%
137
-1,718
3921
$4K ﹤0.01%
308
+290
3922
$4K ﹤0.01%
142
+26
3923
$4K ﹤0.01%
+867
3924
$4K ﹤0.01%
15
+7
3925
$4K ﹤0.01%
+500