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
4476
$1K ﹤0.01%
184
4477
$1K ﹤0.01%
50
4478
$1K ﹤0.01%
4
-156
4479
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+8
4480
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+3
4481
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2
4482
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+265
4483
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+47
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+40
4485
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+1
4486
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+2
4487
$1K ﹤0.01%
5
4488
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162
4489
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22
+11
4490
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50
4491
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+13
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+24
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+179
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+16
4495
$1K ﹤0.01%
+26
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$1K ﹤0.01%
32
-941
4497
$1K ﹤0.01%
+55
4498
$1K ﹤0.01%
+10
4499
$1K ﹤0.01%
+71
4500
$1K ﹤0.01%
+38
178 179
180
181 182