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
701
$687K 0.02%
5,890
+1,161
702
$687K 0.02%
16,696
+15,856
703
$687K 0.02%
13,217
-6,706
704
$686K 0.02%
13,866
+13,741
705
$685K 0.02%
7,282
+7,260
706
$684K 0.02%
32,134
+27,604
707
$681K 0.02%
15,378
+6,854
708
$680K 0.02%
53,217
+52,401
709
$677K 0.02%
16,551
+7,415
710
$672K 0.02%
16,624
+3,351
711
$671K 0.02%
8,294
+7,033
712
$671K 0.02%
+24,422
713
$671K 0.02%
+33,330
714
$671K 0.02%
26,758
+11,802
715
$671K 0.02%
27,753
+27,299
716
$670K 0.02%
+26,758
717
$668K 0.02%
9,628
+4,416
718
$668K 0.02%
9,981
+6,935
719
$665K 0.02%
9,529
+5,776
720
$662K 0.02%
26,197
+21,535
721
$661K 0.02%
10,885
+3,630
722
$661K 0.02%
12,056
+6,988
723
$659K 0.02%
5,781
+3,852
724
$657K 0.02%
20,331
+16,064
725
$656K 0.02%
32,343
+13,099
27 28
29
30 31