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
3951
$3K ﹤0.01%
+42
3952
$3K ﹤0.01%
+130
3953
$3K ﹤0.01%
+110
3954
$3K ﹤0.01%
101
+1
3955
$3K ﹤0.01%
+149
3956
$3K ﹤0.01%
+2
3957
$3K ﹤0.01%
+41
3958
$3K ﹤0.01%
303
3959
$3K ﹤0.01%
+200
3960
$3K ﹤0.01%
+70
3961
$3K ﹤0.01%
+50
3962
$3K ﹤0.01%
+138
3963
$3K ﹤0.01%
43
3964
$3K ﹤0.01%
+9
3965
$3K ﹤0.01%
+19
3966
$3K ﹤0.01%
12
+6
3967
$3K ﹤0.01%
600
3968
$3K ﹤0.01%
57
3969
$3K ﹤0.01%
+100
3970
$3K ﹤0.01%
+150
3971
$3K ﹤0.01%
100
3972
$3K ﹤0.01%
4,000
+2,000
3973
$3K ﹤0.01%
69
-35,293
3974
$3K ﹤0.01%
+20
3975
$3K ﹤0.01%
+137