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
4226
$2K ﹤0.01%
+56
4227
$2K ﹤0.01%
+10
4228
$2K ﹤0.01%
+20
4229
$2K ﹤0.01%
+200
4230
$2K ﹤0.01%
+170
4231
– –
0
4232
$2K ﹤0.01%
+91
4233
$2K ﹤0.01%
+75
4234
$2K ﹤0.01%
+40
4235
$2K ﹤0.01%
+121
4236
$2K ﹤0.01%
20
-30
4237
$2K ﹤0.01%
81
-500
4238
$2K ﹤0.01%
72
4239
$2K ﹤0.01%
+142
4240
$2K ﹤0.01%
145
4241
$2K ﹤0.01%
+82
4242
$2K ﹤0.01%
+18
4243
$2K ﹤0.01%
+34
4244
$2K ﹤0.01%
19
-9
4245
$2K ﹤0.01%
+69
4246
$2K ﹤0.01%
53
4247
$2K ﹤0.01%
+39
4248
$2K ﹤0.01%
+35
4249
$2K ﹤0.01%
+100
4250
$2K ﹤0.01%
+63
168 169
170
171 172