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
526
$1.18M 0.04%
32,574
+3,809
527
$1.18M 0.04%
60,618
+25,246
528
$1.18M 0.04%
18,188
+10,162
529
$1.18M 0.04%
14,753
+14,418
530
$1.18M 0.04%
10,651
-678
531
$1.17M 0.04%
7,536
+6,426
532
$1.15M 0.04%
11,823
+5,376
533
$1.15M 0.04%
21,832
+9,137
534
$1.15M 0.04%
10,685
+4,086
535
$1.15M 0.04%
33,490
+17,769
536
$1.14M 0.04%
8,143
+5,974
537
$1.14M 0.04%
24,579
-427
538
$1.14M 0.04%
8,654
+5,489
539
$1.14M 0.04%
13,438
-42,635
540
$1.14M 0.04%
16,703
+16,275
541
$1.13M 0.04%
62,945
+46,870
542
$1.13M 0.04%
6,471
+3,536
543
$1.13M 0.04%
16,354
+3,695
544
$1.13M 0.04%
+45,676
545
$1.12M 0.04%
61,115
+25,555
546
$1.11M 0.04%
+1,869
547
$1.11M 0.04%
3,547
+1,844
548
$1.11M 0.04%
7,935
+4,162
549
$1.1M 0.04%
+37,210
550
$1.1M 0.04%
44,410
+7,295
20 21
22
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