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
26
$16.1M 0.52%
387,931
+168,457
27
$15.8M 0.51%
82,256
+24,755
28
$15.5M 0.5%
821,074
+171,585
29
$15.5M 0.49%
93,997
-360,256
30
$15.4M 0.49%
923,898
+218,043
31
$14.6M 0.47%
172,350
+88,707
32
$14.5M 0.46%
164,905
+94,194
33
$14.5M 0.46%
170,263
+91,086
34
$14.4M 0.46%
140,367
+61,614
35
$14.3M 0.46%
125,009
+36,803
36
$14.2M 0.45%
169,933
+160,387
37
$14M 0.45%
274,135
+268,266
38
$14M 0.45%
87,038
+8,831
39
$13.4M 0.43%
447,444
+407,849
40
$13.3M 0.42%
268,132
+40,635
41
$13.2M 0.42%
371,553
+140,702
42
$13.2M 0.42%
126,116
-283,017
43
$13.2M 0.42%
365,691
+265,037
44
$12.2M 0.39%
48,435
+44,740
45
$11.9M 0.38%
282,629
+202,144
46
$11.9M 0.38%
241,492
-36,772
47
$11.9M 0.38%
319,066
+228,786
48
$11.8M 0.38%
382,839
+166,209
49
$11.7M 0.37%
176,429
+120,732
50
$11.5M 0.37%
567,693
+561,323
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