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
4126
$2K ﹤0.01%
+10
4127
$2K ﹤0.01%
+17
4128
$2K ﹤0.01%
100
4129
– –
0
4130
$2K ﹤0.01%
+19
4131
$2K ﹤0.01%
+61
4132
$2K ﹤0.01%
+9
4133
$2K ﹤0.01%
+50
4134
$2K ﹤0.01%
+53
4135
$2K ﹤0.01%
+5
4136
$2K ﹤0.01%
+125
4137
$2K ﹤0.01%
+74
4138
$2K ﹤0.01%
+40
4139
$2K ﹤0.01%
+247
4140
$2K ﹤0.01%
+25
4141
$2K ﹤0.01%
115
4142
$2K ﹤0.01%
+74
4143
$2K ﹤0.01%
+4
4144
$2K ﹤0.01%
+111
4145
$2K ﹤0.01%
264
+2
4146
$2K ﹤0.01%
20
+11
4147
$2K ﹤0.01%
+250
4148
$2K ﹤0.01%
+100
4149
$2K ﹤0.01%
+22
4150
– –
0
164 165
166
167 168