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
776
$585K 0.02%
14,947
+5,590
777
$584K 0.02%
16,056
+12,517
778
$583K 0.02%
5,923
+4,532
779
$580K 0.02%
22,685
+8,954
780
$579K 0.02%
11,953
+10,582
781
$578K 0.02%
69,507
+52,232
782
$576K 0.02%
26,035
+1,359
783
$576K 0.02%
5,613
+2,295
784
$576K 0.02%
19,543
+9,181
785
$576K 0.02%
5,691
+3,055
786
$575K 0.02%
10,294
+6,666
787
$574K 0.02%
+16,589
788
$571K 0.02%
22,703
+22,096
789
$571K 0.02%
4,877
+2,806
790
$571K 0.02%
3,954
+1,686
791
$564K 0.02%
10,852
+7,530
792
$562K 0.02%
8,102
-484
793
$561K 0.02%
7,532
+7,032
794
$561K 0.02%
10,851
+9,432
795
$561K 0.02%
4,588
+2,695
796
$561K 0.02%
1,479
+1,028
797
$560K 0.02%
8,810
+6,917
798
$559K 0.02%
5,502
+4,886
799
$558K 0.02%
6,570
+4,811
800
$557K 0.02%
11,103
+10,066
30 31
32
33 34