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
751
$622K 0.02%
1,365
+1,258
752
$619K 0.02%
24,652
-37,354
753
$617K 0.02%
+19,490
754
$616K 0.02%
2,063
+1,443
755
$615K 0.02%
5,471
+5,345
756
$613K 0.02%
10,747
-141
757
$612K 0.02%
4,191
+950
758
$610K 0.02%
12,708
+11,320
759
$609K 0.02%
8,748
+4,385
760
$608K 0.02%
7,067
+2,659
761
$606K 0.02%
26,637
+12,234
762
$604K 0.02%
23,967
+21,384
763
$601K 0.02%
3,297
+208
764
$599K 0.02%
30,549
+30,106
765
$598K 0.02%
9,925
+2,310
766
$598K 0.02%
15,844
+11,957
767
$597K 0.02%
+23,901
768
$596K 0.02%
7,895
-1,988
769
$594K 0.02%
36,771
+12,259
770
$594K 0.02%
14,569
-7,987
771
$592K 0.02%
+22,956
772
$590K 0.02%
8,454
-1,003
773
$588K 0.02%
14,021
+5,679
774
$587K 0.02%
13,515
+4,384
775
$586K 0.02%
18,495
+10,147
29 30
31
32 33