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
4201
$2K ﹤0.01%
+5
4202
$2K ﹤0.01%
+20
4203
$2K ﹤0.01%
100
4204
$2K ﹤0.01%
+40
4205
$2K ﹤0.01%
+582
4206
$2K ﹤0.01%
19
+8
4207
$2K ﹤0.01%
405
+105
4208
$2K ﹤0.01%
+25
4209
$2K ﹤0.01%
+75
4210
$2K ﹤0.01%
+42
4211
$2K ﹤0.01%
+498
4212
$2K ﹤0.01%
+141
4213
$2K ﹤0.01%
+1,220
4214
$2K ﹤0.01%
+253
4215
$2K ﹤0.01%
13
4216
$2K ﹤0.01%
+25
4217
$2K ﹤0.01%
+175
4218
$2K ﹤0.01%
+154
4219
$2K ﹤0.01%
+46
4220
$2K ﹤0.01%
+220
4221
$2K ﹤0.01%
+32
4222
$2K ﹤0.01%
400
4223
$2K ﹤0.01%
+112
4224
$2K ﹤0.01%
64
+32
4225
$2K ﹤0.01%
15
+13
167 168
169
170 171