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
601
$948K 0.03%
32,171
+32,162
602
$945K 0.03%
47,312
+13,922
603
$945K 0.03%
5,947
+3,169
604
$936K 0.03%
22,085
+22,048
605
$936K 0.03%
155,073
+150,523
606
$934K 0.03%
12,813
+517
607
$934K 0.03%
17,360
-4,326
608
$926K 0.03%
8,257
+3,124
609
$921K 0.03%
26,003
+17,188
610
$915K 0.03%
4,660
+3,186
611
$911K 0.03%
19,175
+3,334
612
$907K 0.03%
+16,011
613
$905K 0.03%
86,123
+86,078
614
$905K 0.03%
21,235
+1,230
615
$904K 0.03%
+10,000
616
$898K 0.03%
17,780
+7,618
617
$886K 0.03%
8,359
+2,276
618
$879K 0.03%
32,972
+3,330
619
$870K 0.03%
24,723
+14,153
620
$868K 0.03%
35,507
+3,225
621
$865K 0.03%
+86,259
622
$858K 0.03%
1,414
+749
623
$857K 0.03%
+37,150
624
$853K 0.03%
19,454
+10,506
625
$852K 0.03%
34,811
+34,762
23 24
25
26 27