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
4326
$1K ﹤0.01%
2
4327
$1K ﹤0.01%
+6
4328
$1K ﹤0.01%
+39
4329
$1K ﹤0.01%
21
-12,569
4330
$1K ﹤0.01%
+2
4331
$1K ﹤0.01%
+54
4332
$1K ﹤0.01%
+113
4333
$1K ﹤0.01%
+58
4334
$1K ﹤0.01%
8
-506
4335
$1K ﹤0.01%
+73
4336
$1K ﹤0.01%
+5
4337
$1K ﹤0.01%
+21
4338
$1K ﹤0.01%
+28
4339
$1K ﹤0.01%
+32
4340
$1K ﹤0.01%
+400
4341
$1K ﹤0.01%
18
4342
$1K ﹤0.01%
+30
4343
$1K ﹤0.01%
5
4344
$1K ﹤0.01%
15
4345
$1K ﹤0.01%
5
4346
$1K ﹤0.01%
+1,001
4347
$1K ﹤0.01%
+60
4348
$1K ﹤0.01%
+20
4349
$1K ﹤0.01%
+1
4350
$1K ﹤0.01%
23
-3
172 173
174
175 176