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
4151
$2K ﹤0.01%
+3
4152
$2K ﹤0.01%
+4
4153
$2K ﹤0.01%
+19
4154
$2K ﹤0.01%
+62
4155
$2K ﹤0.01%
+35
4156
$2K ﹤0.01%
3
4157
$2K ﹤0.01%
+2
4158
$2K ﹤0.01%
+65
4159
$2K ﹤0.01%
43
4160
$2K ﹤0.01%
+300
4161
$2K ﹤0.01%
+19
4162
$2K ﹤0.01%
10
+7
4163
$2K ﹤0.01%
+49
4164
$2K ﹤0.01%
2
+1
4165
$2K ﹤0.01%
+67
4166
$2K ﹤0.01%
+68
4167
$2K ﹤0.01%
+130
4168
$2K ﹤0.01%
+81
4169
$2K ﹤0.01%
137
+76
4170
$2K ﹤0.01%
+250
4171
$2K ﹤0.01%
+32
4172
$2K ﹤0.01%
+200
4173
$2K ﹤0.01%
+142
4174
$2K ﹤0.01%
21
-101
4175
$2K ﹤0.01%
59
+56
165 166
167
168 169