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
4051
$3K ﹤0.01%
7,000
4052
$3K ﹤0.01%
30
-5,949
4053
$3K ﹤0.01%
+63
4054
$3K ﹤0.01%
+375
4055
$3K ﹤0.01%
+58
4056
$3K ﹤0.01%
+255
4057
$3K ﹤0.01%
+21
4058
$3K ﹤0.01%
+132
4059
$3K ﹤0.01%
+1,000
4060
$3K ﹤0.01%
+300
4061
$3K ﹤0.01%
+100
4062
$3K ﹤0.01%
+5
4063
$3K ﹤0.01%
78
4064
$3K ﹤0.01%
+27
4065
$3K ﹤0.01%
+116
4066
$3K ﹤0.01%
+54
4067
$3K ﹤0.01%
+71
4068
$3K ﹤0.01%
+5
4069
$2K ﹤0.01%
+10
4070
$2K ﹤0.01%
+554
4071
$2K ﹤0.01%
+15
4072
$2K ﹤0.01%
+140
4073
0
4074
$2K ﹤0.01%
+13
4075
$2K ﹤0.01%
+8