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
501
$1.27M 0.04%
26,475
+23,427
502
$1.26M 0.04%
49,659
+25,062
503
$1.25M 0.04%
133,327
+113,767
504
$1.25M 0.04%
45,942
+43,998
505
$1.25M 0.04%
33,962
+10,784
506
$1.25M 0.04%
3,599
+1,558
507
$1.25M 0.04%
+41,313
508
$1.25M 0.04%
45,625
+45,000
509
$1.25M 0.04%
13,589
+12,826
510
$1.24M 0.04%
50,142
-2,779
511
$1.24M 0.04%
40,994
-64,046
512
$1.24M 0.04%
49,500
+34,691
513
$1.24M 0.04%
30,312
+26,470
514
$1.23M 0.04%
28,954
+22,795
515
$1.22M 0.04%
24,064
+14,162
516
$1.21M 0.04%
24,958
-1,192
517
$1.21M 0.04%
108,337
+103,697
518
$1.2M 0.04%
15,347
+5,908
519
$1.2M 0.04%
48,588
+30,386
520
$1.2M 0.04%
1,843
+1,109
521
$1.2M 0.04%
9,548
+177
522
$1.19M 0.04%
+12,020
523
$1.19M 0.04%
37,651
+32,218
524
$1.19M 0.04%
23,671
+2,733
525
$1.19M 0.04%
9,647
+7,762
19 20
21
22 23