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
626
$851K 0.03%
9,633
+4,519
627
$849K 0.03%
5,255
+2,575
628
$849K 0.03%
13,436
+10,416
629
$848K 0.03%
11,525
+4,255
630
$847K 0.03%
9,753
+5,994
631
$845K 0.03%
56,230
+43,636
632
$843K 0.03%
32,562
+27,063
633
$842K 0.03%
15,074
+10,695
634
$842K 0.03%
33,491
+16,389
635
$841K 0.03%
16,996
-2,304
636
$841K 0.03%
+20,811
637
$839K 0.03%
41,026
+2,515
638
$835K 0.03%
11,134
+4,302
639
$831K 0.03%
21,742
-8,135
640
$830K 0.03%
12,347
+11,009
641
$829K 0.03%
7,595
+2,553
642
$828K 0.03%
16,053
+9,099
643
$825K 0.03%
20,312
+20,013
644
$821K 0.03%
37,833
+24,052
645
$821K 0.03%
2,990
+777
646
$815K 0.03%
13,613
+8,373
647
$815K 0.03%
7,558
+3,412
648
$810K 0.03%
1,662
+1,639
649
$809K 0.03%
18,172
+10,158
650
$809K 0.03%
12,392
+9,870
24 25
26
27 28