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
4401
$1K ﹤0.01%
+25
4402
$1K ﹤0.01%
2
4403
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+5
4404
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+24
4405
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4406
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1
4407
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+103
4408
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4409
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+3
4410
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34
4411
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50
-89
4412
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4413
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4414
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+14
4415
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+100
4416
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+8
4417
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+14
4418
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+200
4419
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+105
4420
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+45
4421
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5
4422
$1K ﹤0.01%
+1
4423
$1K ﹤0.01%
+7
4424
$1K ﹤0.01%
+29
4425
$1K ﹤0.01%
35