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
576
$1.02M 0.03%
25,232
+17,643
577
$1.01M 0.03%
22,359
+20,245
578
$1.01M 0.03%
13,232
+3,272
579
$1.01M 0.03%
9,422
+7,168
580
$1.01M 0.03%
33,109
+20,723
581
$1.01M 0.03%
30,861
+29,861
582
$1M 0.03%
12,278
+1,145
583
$1M 0.03%
37,387
+16,936
584
$1M 0.03%
+40,254
585
$992K 0.03%
23,695
+124
586
$992K 0.03%
35,339
+7,051
587
$991K 0.03%
21,502
+14,639
588
$987K 0.03%
19,640
+10,644
589
$985K 0.03%
+83,712
590
$983K 0.03%
+24,527
591
$976K 0.03%
48,333
+39,049
592
$974K 0.03%
14,864
-8,348
593
$974K 0.03%
22,791
-34,112
594
$971K 0.03%
32,356
+25,784
595
$969K 0.03%
6,336
+1,477
596
$964K 0.03%
35,238
+33,968
597
$954K 0.03%
20,752
+14,088
598
$951K 0.03%
14,304
+10,112
599
$951K 0.03%
14,516
+14,491
600
$948K 0.03%
16,438
+7,400
22 23
24
25 26