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
3976
$3K ﹤0.01%
+160
3977
$3K ﹤0.01%
+61
3978
$3K ﹤0.01%
+23
3979
$3K ﹤0.01%
+400
3980
$3K ﹤0.01%
+100
3981
$3K ﹤0.01%
+137
3982
$3K ﹤0.01%
+195
3983
$3K ﹤0.01%
56
+36
3984
$3K ﹤0.01%
+51
3985
$3K ﹤0.01%
+174
3986
$3K ﹤0.01%
100
-78
3987
$3K ﹤0.01%
+58
3988
$3K ﹤0.01%
+124
3989
$3K ﹤0.01%
16
-209
3990
$3K ﹤0.01%
400
-715
3991
$3K ﹤0.01%
+205
3992
$3K ﹤0.01%
+336
3993
$3K ﹤0.01%
+90
3994
$3K ﹤0.01%
46
3995
$3K ﹤0.01%
52
+7
3996
$3K ﹤0.01%
+50
3997
$3K ﹤0.01%
+22
3998
$3K ﹤0.01%
+31
3999
$3K ﹤0.01%
147
4000
$3K ﹤0.01%
+154
158 159
160
161 162