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
4026
$3K ﹤0.01%
+80
4027
$3K ﹤0.01%
+34
4028
$3K ﹤0.01%
+165
4029
– –
0
4030
$3K ﹤0.01%
+103
4031
$3K ﹤0.01%
+42
4032
$3K ﹤0.01%
125
-58
4033
$3K ﹤0.01%
+24
4034
$3K ﹤0.01%
+30
4035
$3K ﹤0.01%
200
4036
$3K ﹤0.01%
+21
4037
$3K ﹤0.01%
+500
4038
$3K ﹤0.01%
712
+252
4039
$3K ﹤0.01%
+233
4040
$3K ﹤0.01%
110
-290
4041
$3K ﹤0.01%
+109
4042
$3K ﹤0.01%
+17
4043
$3K ﹤0.01%
+220
4044
$3K ﹤0.01%
+68
4045
$3K ﹤0.01%
+13
4046
$3K ﹤0.01%
84
+9
4047
$3K ﹤0.01%
+12
4048
$3K ﹤0.01%
+12
4049
$3K ﹤0.01%
+185
4050
$3K ﹤0.01%
+1,000
160 161
162
163 164