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
4301
– –
0
4302
– –
0
4303
$1K ﹤0.01%
+66
4304
$1K ﹤0.01%
+87
4305
$1K ﹤0.01%
+111
4306
$1K ﹤0.01%
11
4307
$1K ﹤0.01%
30
4308
$1K ﹤0.01%
6,660
4309
$1K ﹤0.01%
+130
4310
– –
0
4311
$1K ﹤0.01%
3
4312
$1K ﹤0.01%
70
4313
$1K ﹤0.01%
+39
4314
$1K ﹤0.01%
+2
4315
$1K ﹤0.01%
+100
4316
$1K ﹤0.01%
+6
4317
$1K ﹤0.01%
+13
4318
$1K ﹤0.01%
54
4319
$1K ﹤0.01%
+17
4320
$1K ﹤0.01%
+103
4321
$1K ﹤0.01%
+111
4322
$1K ﹤0.01%
+3
4323
$1K ﹤0.01%
8
-231
4324
$1K ﹤0.01%
67
-333
4325
$1K ﹤0.01%
+50
171 172
173
174 175