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
551
$1.1M 0.04%
37,560
+30,720
552
$1.09M 0.04%
+22,695
553
$1.09M 0.03%
23,111
+22,784
554
$1.09M 0.03%
+72,566
555
$1.09M 0.03%
8,527
-50,619
556
$1.09M 0.03%
43,910
+41,088
557
$1.09M 0.03%
19,114
-755
558
$1.08M 0.03%
22,274
+7,323
559
$1.08M 0.03%
+16,412
560
$1.08M 0.03%
46,550
+28,010
561
$1.07M 0.03%
69,010
+65,940
562
$1.06M 0.03%
8,415
-26
563
$1.06M 0.03%
40,956
+38,442
564
$1.06M 0.03%
94,642
+57,018
565
$1.06M 0.03%
5,708
+1,301
566
$1.05M 0.03%
37,042
+37,038
567
$1.05M 0.03%
9,284
+2,512
568
$1.05M 0.03%
30,567
+27,155
569
$1.05M 0.03%
44,733
+39,478
570
$1.04M 0.03%
36,838
+23,916
571
$1.04M 0.03%
12,314
-1,340
572
$1.03M 0.03%
13,998
+5,970
573
$1.03M 0.03%
40,986
+34,428
574
$1.02M 0.03%
8,374
+5,198
575
$1.02M 0.03%
4,343
+2,938
21 22
23
24 25