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
376
$1.8M 0.06%
20,474
+17,205
377
$1.8M 0.06%
43,197
+17,398
378
$1.8M 0.06%
34,819
+18,521
379
$1.79M 0.06%
16,688
+742
380
$1.79M 0.06%
+134,410
381
$1.78M 0.06%
24,698
+9,417
382
$1.78M 0.06%
58,594
+54,416
383
$1.77M 0.06%
58,383
+48,541
384
$1.77M 0.06%
56,853
+26,640
385
$1.77M 0.06%
35,032
+23,925
386
$1.77M 0.06%
21,865
+9,509
387
$1.76M 0.06%
34,894
+7,243
388
$1.76M 0.06%
9,504
+3,694
389
$1.74M 0.06%
24,491
+8,645
390
$1.74M 0.06%
21,610
-1,862
391
$1.73M 0.06%
34,569
+7,564
392
$1.73M 0.06%
20,194
+10,460
393
$1.73M 0.06%
64,993
+58,598
394
$1.73M 0.06%
28,748
+10,805
395
$1.73M 0.06%
8,448
-8,655
396
$1.72M 0.06%
46,839
+44,939
397
$1.71M 0.05%
56,390
+41,672
398
$1.7M 0.05%
+61,271
399
$1.7M 0.05%
97,182
+69,548
400
$1.67M 0.05%
37,332
+19,127
14 15
16
17 18