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
4451
$1K ﹤0.01%
16
4452
$1K ﹤0.01%
+23
4453
$1K ﹤0.01%
+18
4454
$1K ﹤0.01%
19
4455
$1K ﹤0.01%
+50
4456
$1K ﹤0.01%
+250
4457
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+75
4458
$1K ﹤0.01%
+1
4459
$1K ﹤0.01%
+11
4460
$1K ﹤0.01%
4
-180
4461
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10
4462
$1K ﹤0.01%
+1
4463
$1K ﹤0.01%
6
-18
4464
$1K ﹤0.01%
160
4465
$1K ﹤0.01%
+11
4466
$1K ﹤0.01%
13
-87
4467
$1K ﹤0.01%
+48
4468
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+200
4469
$1K ﹤0.01%
+200
4470
$1K ﹤0.01%
+31
4471
$1K ﹤0.01%
+38
4472
$1K ﹤0.01%
12
4473
$1K ﹤0.01%
+107
4474
$1K ﹤0.01%
+4
4475
$1K ﹤0.01%
+10
177 178
179
180 181