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
4376
$1K ﹤0.01%
+27
4377
$1K ﹤0.01%
+40
4378
$1K ﹤0.01%
+87
4379
$1K ﹤0.01%
+10
4380
$1K ﹤0.01%
6
-12
4381
$1K ﹤0.01%
+205
4382
$1K ﹤0.01%
+3
4383
$1K ﹤0.01%
7
+6
4384
$1K ﹤0.01%
+1
4385
$1K ﹤0.01%
3
4386
$1K ﹤0.01%
15
-1,374
4387
$1K ﹤0.01%
6
4388
$1K ﹤0.01%
+86
4389
$1K ﹤0.01%
+1
4390
$1K ﹤0.01%
+8
4391
– –
0
4392
$1K ﹤0.01%
+87
4393
$1K ﹤0.01%
+1
4394
$1K ﹤0.01%
+111
4395
$1K ﹤0.01%
+41
4396
$1K ﹤0.01%
+25
4397
$1K ﹤0.01%
34
-695
4398
$1K ﹤0.01%
+100
4399
$1K ﹤0.01%
+4
4400
$1K ﹤0.01%
+30
174 175
176
177 178