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
51
$11.5M 0.37%
236,087
+142,590
52
$11.4M 0.37%
140,666
+137,814
53
$11.4M 0.36%
179,253
+73,318
54
$11.4M 0.36%
272,242
+154,031
55
$11.3M 0.36%
609,183
+87,624
56
$11.1M 0.36%
214,216
+106,265
57
$11.1M 0.35%
97,705
+90,743
58
$10.8M 0.35%
419,010
+121,890
59
$10.8M 0.35%
487,185
+20,391
60
$10.8M 0.34%
356,558
+14,409
61
$10.7M 0.34%
125,284
+41,136
62
$10.6M 0.34%
101,919
+17,846
63
$10.5M 0.34%
548,838
+424,398
64
$10.3M 0.33%
279,892
+214,122
65
$10.2M 0.33%
89,181
+30,025
66
$10.2M 0.33%
199,192
+135,791
67
$10.1M 0.32%
97,757
+56,734
68
$9.71M 0.31%
89,280
-8,293
69
$9.6M 0.31%
188,374
+180,178
70
$9.56M 0.31%
90,118
+28,784
71
$9.38M 0.3%
92,767
+90,829
72
$9.26M 0.3%
385,970
+31,230
73
$9.13M 0.29%
187,063
+95,972
74
$9.12M 0.29%
99,649
+61,116
75
$9.12M 0.29%
305,406
+195,569
1 2
3
4 5