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
4351
$1K ﹤0.01%
+18
4352
$1K ﹤0.01%
13
+1
4353
– –
0
4354
$1K ﹤0.01%
19
4355
$1K ﹤0.01%
+18
4356
$1K ﹤0.01%
+77
4357
$1K ﹤0.01%
200
-200
4358
$1K ﹤0.01%
+63
4359
$1K ﹤0.01%
26
4360
$1K ﹤0.01%
+16
4361
$1K ﹤0.01%
+6
4362
$1K ﹤0.01%
6
4363
$1K ﹤0.01%
51
4364
$1K ﹤0.01%
+300
4365
$1K ﹤0.01%
15
-1,500
4366
$1K ﹤0.01%
+19
4367
– –
0
4368
$1K ﹤0.01%
+20
4369
$1K ﹤0.01%
2
4370
$1K ﹤0.01%
+165
4371
$1K ﹤0.01%
+7
4372
$1K ﹤0.01%
+65
4373
$1K ﹤0.01%
+12
4374
$1K ﹤0.01%
+5
4375
$1K ﹤0.01%
+4
173 174
175
176 177