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
4076
$2K ﹤0.01%
+120
4077
– –
0
4078
$2K ﹤0.01%
+700
4079
$2K ﹤0.01%
+27
4080
$2K ﹤0.01%
+128
4081
$2K ﹤0.01%
136
+68
4082
$2K ﹤0.01%
+62
4083
$2K ﹤0.01%
+80
4084
$2K ﹤0.01%
+253
4085
$2K ﹤0.01%
+24
4086
$2K ﹤0.01%
+100
4087
$2K ﹤0.01%
+76
4088
$2K ﹤0.01%
+29
4089
$2K ﹤0.01%
+1
4090
$2K ﹤0.01%
+62
4091
$2K ﹤0.01%
+775
4092
$2K ﹤0.01%
+30
4093
$2K ﹤0.01%
+33
4094
$2K ﹤0.01%
+250
4095
$2K ﹤0.01%
24
4096
$2K ﹤0.01%
200
4097
$2K ﹤0.01%
+91
4098
$2K ﹤0.01%
+2
4099
$2K ﹤0.01%
190
+50
4100
$2K ﹤0.01%
+2
162 163
164
165 166