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
426
$1.57M 0.05%
4,500
+1,778
427
$1.57M 0.05%
17,769
+9,187
428
$1.56M 0.05%
62,481
+52,312
429
$1.56M 0.05%
74,764
+61,759
430
$1.56M 0.05%
27,471
+21,652
431
$1.56M 0.05%
+74,015
432
$1.56M 0.05%
10,034
+4,997
433
$1.56M 0.05%
29,892
-5,159
434
$1.56M 0.05%
28,316
+2,527
435
$1.55M 0.05%
+31,122
436
$1.54M 0.05%
15,426
+8,592
437
$1.54M 0.05%
41,541
+40,080
438
$1.54M 0.05%
58,232
+41,108
439
$1.53M 0.05%
67,775
+64,793
440
$1.52M 0.05%
17,873
+17,297
441
– –
-174
442
$1.52M 0.05%
32,672
+31,256
443
$1.51M 0.05%
50,745
+49,128
444
$1.5M 0.05%
24,968
-139,119
445
$1.5M 0.05%
43,423
-164,246
446
$1.49M 0.05%
13,803
+11,582
447
$1.49M 0.05%
+74,029
448
$1.48M 0.05%
35,458
+5,996
449
$1.48M 0.05%
28,281
+25,747
450
$1.47M 0.05%
149,574
+80,841
16 17
18
19 20