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
676
$745K 0.02%
8,825
-3,174
677
$745K 0.02%
9,764
+7,082
678
$744K 0.02%
11,288
+1,554
679
$743K 0.02%
16,027
+11,937
680
$740K 0.02%
15,947
-7,491
681
$737K 0.02%
31,990
+22,431
682
$729K 0.02%
11,420
+151
683
$729K 0.02%
+24,353
684
$727K 0.02%
5,729
+3,480
685
$725K 0.02%
23,657
+15,406
686
$719K 0.02%
3,067
+2,580
687
$716K 0.02%
13,411
+5,316
688
$715K 0.02%
9,453
-2,617
689
$712K 0.02%
28,825
+6,320
690
$711K 0.02%
14,824
+2,533
691
$706K 0.02%
4,971
+3,976
692
$704K 0.02%
21,307
+21,245
693
$703K 0.02%
16,269
-20,114
694
$701K 0.02%
7,957
-820
695
$700K 0.02%
6,973
+2,359
696
$699K 0.02%
18,000
-62,960
697
$697K 0.02%
12,227
+6,025
698
$691K 0.02%
18,930
+12,030
699
$689K 0.02%
28,152
+25,985
700
$688K 0.02%
31,455
+30,550
26 27
28
29 30