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
401
$1.66M 0.05%
47,556
+2,646
402
$1.66M 0.05%
8,074
+7,469
403
$1.66M 0.05%
55,261
+53,091
404
$1.66M 0.05%
32,900
+7,408
405
$1.66M 0.05%
67,469
+29,547
406
$1.65M 0.05%
11,625
+8,033
407
$1.65M 0.05%
28,370
+20,972
408
$1.65M 0.05%
9,423
+9,333
409
$1.65M 0.05%
21,744
+20,516
410
$1.65M 0.05%
19,437
+16,484
411
$1.64M 0.05%
16,842
+15,399
412
$1.63M 0.05%
64,118
+51,519
413
$1.63M 0.05%
32,538
+22,880
414
$1.63M 0.05%
64,402
+64,011
415
$1.62M 0.05%
36,079
+20,925
416
$1.62M 0.05%
93,739
+2,625
417
$1.62M 0.05%
21,240
+21,110
418
$1.62M 0.05%
21,054
+16,042
419
$1.61M 0.05%
27,450
+13,325
420
$1.61M 0.05%
13,277
-2,944
421
$1.59M 0.05%
34,644
+11,407
422
$1.59M 0.05%
14,422
+6,542
423
$1.58M 0.05%
10,653
+10,571
424
$1.58M 0.05%
56,315
+42,533
425
$1.57M 0.05%
48,850
+36,184
15 16
17
18 19