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
801
$555K 0.02%
+22,293
802
$553K 0.02%
17,130
+12,724
803
$553K 0.02%
7,894
+4,808
804
$552K 0.02%
5,063
-15,709
805
$552K 0.02%
5,091
+4,768
806
$551K 0.02%
20,380
+13,000
807
$551K 0.02%
12,353
+1,978
808
$549K 0.02%
30,042
-18,076
809
$548K 0.02%
+27,116
810
$547K 0.02%
+11,367
811
$544K 0.02%
32,258
+32,214
812
$544K 0.02%
+41,236
813
$544K 0.02%
4,979
+2,303
814
$543K 0.02%
4,530
+3,992
815
$540K 0.02%
28,315
+19,965
816
$539K 0.02%
8,075
+3,183
817
$538K 0.02%
6,448
+5,754
818
$538K 0.02%
6,833
-510
819
$537K 0.02%
10,245
+9,727
820
$534K 0.02%
4,954
+3,631
821
$532K 0.02%
4,540
+1,599
822
$528K 0.02%
9,598
+5,297
823
$527K 0.02%
7,976
+654
824
$527K 0.02%
13,885
+2,391
825
$527K 0.02%
8,099
+3,028
31 32
33
34 35