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
726
$653K 0.02%
188,622
+56,862
727
$652K 0.02%
+26,697
728
$650K 0.02%
11,264
+8,767
729
$649K 0.02%
38,814
-41,237
730
$643K 0.02%
25,454
+23,534
731
$638K 0.02%
7,535
+5,569
732
$637K 0.02%
3,401
+1,409
733
$637K 0.02%
2,724
+1,581
734
$637K 0.02%
10,905
+1,570
735
$634K 0.02%
64,877
-23,981
736
$633K 0.02%
+31,518
737
$632K 0.02%
11,747
+10,037
738
$632K 0.02%
13,563
+12,965
739
$631K 0.02%
26,236
-584
740
$631K 0.02%
6,268
+2,227
741
$630K 0.02%
+30,907
742
$630K 0.02%
27,249
+20,752
743
$628K 0.02%
44,549
+26,725
744
$628K 0.02%
+23,620
745
$628K 0.02%
7,688
+6,424
746
$626K 0.02%
13,783
+9,766
747
$626K 0.02%
3,419
+976
748
$623K 0.02%
9,849
+8,993
749
$623K 0.02%
11,772
+10,363
750
$622K 0.02%
24,516
+11,859
28 29
30
31 32