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
4001
$3K ﹤0.01%
+200
4002
$3K ﹤0.01%
+94
4003
$3K ﹤0.01%
+141
4004
$3K ﹤0.01%
+43
4005
$3K ﹤0.01%
+17
4006
$3K ﹤0.01%
+45
4007
$3K ﹤0.01%
1
-1
4008
$3K ﹤0.01%
+7
4009
$3K ﹤0.01%
8
4010
$3K ﹤0.01%
103
+53
4011
$3K ﹤0.01%
+157
4012
$3K ﹤0.01%
35
+1
4013
$3K ﹤0.01%
155
4014
$3K ﹤0.01%
+7
4015
$3K ﹤0.01%
+52
4016
$3K ﹤0.01%
+75
4017
$3K ﹤0.01%
97
+85
4018
$3K ﹤0.01%
+1
4019
$3K ﹤0.01%
+74
4020
$3K ﹤0.01%
131
+80
4021
$3K ﹤0.01%
+24
4022
$3K ﹤0.01%
+300
4023
$3K ﹤0.01%
+2,500
4024
$3K ﹤0.01%
+20
4025
$3K ﹤0.01%
+55