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
4176
$2K ﹤0.01%
+1
4177
$2K ﹤0.01%
+47
4178
$2K ﹤0.01%
52
4179
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60
4180
$2K ﹤0.01%
47
4181
$2K ﹤0.01%
211
+26
4182
$2K ﹤0.01%
130
4183
$2K ﹤0.01%
41
4184
$2K ﹤0.01%
+500
4185
$2K ﹤0.01%
+1
4186
$2K ﹤0.01%
+90
4187
$2K ﹤0.01%
+28
4188
$2K ﹤0.01%
+53
4189
$2K ﹤0.01%
120
+56
4190
$2K ﹤0.01%
+26
4191
$2K ﹤0.01%
+137
4192
$2K ﹤0.01%
+104
4193
$2K ﹤0.01%
120
4194
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102
4195
$2K ﹤0.01%
+5
4196
$2K ﹤0.01%
49
+4
4197
$2K ﹤0.01%
97
4198
$2K ﹤0.01%
+183
4199
$2K ﹤0.01%
+24
4200
$2K ﹤0.01%
+74
166 167
168
169 170