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
651
$808K 0.03%
+31,430
652
$806K 0.03%
13,053
+874
653
$801K 0.03%
19,041
+10,521
654
$800K 0.03%
29,720
-1,920
655
$800K 0.03%
19,995
+19,669
656
$794K 0.03%
36,610
+4,880
657
$790K 0.03%
30,000
+26,014
658
$787K 0.03%
7,315
+5,171
659
$784K 0.03%
35,155
+33,932
660
$780K 0.03%
11,022
-39,560
661
$779K 0.02%
24,050
+22,910
662
$775K 0.02%
14,795
+11,238
663
$775K 0.02%
27,332
+9,416
664
$773K 0.02%
34,032
+33,962
665
$773K 0.02%
13,438
+7,706
666
$771K 0.02%
8,586
+4,294
667
$770K 0.02%
13,295
+10,570
668
$768K 0.02%
9,780
+5,544
669
$768K 0.02%
12,297
+8,424
670
$767K 0.02%
28,224
+16,018
671
$764K 0.02%
10,909
+6,233
672
$764K 0.02%
14,318
+9,728
673
$762K 0.02%
28,632
+23,762
674
$749K 0.02%
15,471
+5,331
675
$748K 0.02%
13,079
+13,065
25 26
27
28 29