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
476
$1.38M 0.04%
32,907
+18,696
477
$1.36M 0.04%
19,921
+12,815
478
$1.35M 0.04%
44,422
+21,851
479
$1.35M 0.04%
17,749
+12,755
480
$1.35M 0.04%
31,891
+9,543
481
$1.34M 0.04%
24,528
+16,911
482
$1.34M 0.04%
54,843
+40,332
483
$1.33M 0.04%
12,972
+11,675
484
$1.32M 0.04%
27,998
+5,427
485
$1.32M 0.04%
27,988
+8,057
486
$1.32M 0.04%
+19,033
487
$1.32M 0.04%
12,577
+7,267
488
$1.32M 0.04%
+50,513
489
$1.31M 0.04%
16,063
+2,786
490
$1.31M 0.04%
11,521
+5,291
491
$1.3M 0.04%
51,684
+33,494
492
$1.3M 0.04%
11,769
+1,298
493
$1.3M 0.04%
27,625
+20,881
494
$1.29M 0.04%
6,425
+3,728
495
$1.29M 0.04%
34,466
+30,837
496
$1.29M 0.04%
+116,977
497
$1.28M 0.04%
1,015
-30
498
$1.28M 0.04%
50,452
-30,785
499
$1.28M 0.04%
17,233
+2,759
500
$1.27M 0.04%
25,960
+11,661
18 19
20
21 22