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
4251
$2K ﹤0.01%
+20
4252
$2K ﹤0.01%
34
+22
4253
$2K ﹤0.01%
70
+2
4254
$2K ﹤0.01%
110
+100
4255
$2K ﹤0.01%
102
+2
4256
$2K ﹤0.01%
120
4257
– –
0
4258
$2K ﹤0.01%
+57
4259
$2K ﹤0.01%
332
4260
$2K ﹤0.01%
+50
4261
$2K ﹤0.01%
1,200
4262
$2K ﹤0.01%
26
4263
$2K ﹤0.01%
8
-937
4264
$2K ﹤0.01%
+100
4265
$2K ﹤0.01%
32
4266
$1K ﹤0.01%
+4
4267
$1K ﹤0.01%
+14
4268
$1K ﹤0.01%
+100
4269
$1K ﹤0.01%
+32
4270
$1K ﹤0.01%
13
4271
$1K ﹤0.01%
+21
4272
$1K ﹤0.01%
5
4273
$1K ﹤0.01%
14
-2
4274
$1K ﹤0.01%
+12
4275
$1K ﹤0.01%
+24
169 170
171
172 173