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
3926
$4K ﹤0.01%
+222
3927
$4K ﹤0.01%
1
3928
$4K ﹤0.01%
56
+16
3929
$4K ﹤0.01%
+1,300
3930
$4K ﹤0.01%
433
+33
3931
$4K ﹤0.01%
250
3932
$4K ﹤0.01%
+88
3933
$4K ﹤0.01%
375
3934
$4K ﹤0.01%
+200
3935
$4K ﹤0.01%
+1,100
3936
$4K ﹤0.01%
347
+335
3937
$4K ﹤0.01%
50
+25
3938
$4K ﹤0.01%
+160
3939
$4K ﹤0.01%
+10
3940
– –
0
3941
$4K ﹤0.01%
17
3942
$4K ﹤0.01%
+350
3943
$4K ﹤0.01%
49
+44
3944
$4K ﹤0.01%
112
3945
$4K ﹤0.01%
155
+136
3946
$4K ﹤0.01%
+250
3947
$3K ﹤0.01%
+230
3948
$3K ﹤0.01%
+111
3949
$3K ﹤0.01%
+51
3950
$3K ﹤0.01%
+16
156 157
158
159 160