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
4101
$2K ﹤0.01%
+6
4102
$2K ﹤0.01%
+175
4103
$2K ﹤0.01%
81
+44
4104
$2K ﹤0.01%
+2,030
4105
$2K ﹤0.01%
+71
4106
$2K ﹤0.01%
208
4107
$2K ﹤0.01%
+93
4108
$2K ﹤0.01%
+70
4109
$2K ﹤0.01%
4
+2
4110
$2K ﹤0.01%
+103
4111
$2K ﹤0.01%
+110
4112
$2K ﹤0.01%
+125
4113
$2K ﹤0.01%
+500
4114
$2K ﹤0.01%
29
-36
4115
$2K ﹤0.01%
+2
4116
$2K ﹤0.01%
150
4117
$2K ﹤0.01%
+68
4118
$2K ﹤0.01%
100
4119
$2K ﹤0.01%
+254
4120
$2K ﹤0.01%
+77
4121
$2K ﹤0.01%
+200
4122
$2K ﹤0.01%
+244
4123
$2K ﹤0.01%
+50
4124
– –
0
4125
$2K ﹤0.01%
+106
163 164
165
166 167