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
826
$527K 0.02%
27,576
+24,521
827
$526K 0.02%
+14
828
$526K 0.02%
+21,920
829
$525K 0.02%
22,242
+22,211
830
$524K 0.02%
+56,546
831
$524K 0.02%
2,022
+1,772
832
$522K 0.02%
+20,500
833
$521K 0.02%
27,673
+21,008
834
$520K 0.02%
8,993
+4,719
835
$518K 0.02%
6,770
+4,351
836
$517K 0.02%
+16,642
837
$515K 0.02%
+10,103
838
$514K 0.02%
+12,311
839
$513K 0.02%
4,203
+2,611
840
$512K 0.02%
3,340
+2,029
841
$511K 0.02%
19,881
+16,927
842
$511K 0.02%
19,922
+4,841
843
$511K 0.02%
20,061
+14,154
844
$510K 0.02%
16,479
-1,567
845
$510K 0.02%
3,025
+1,834
846
$508K 0.02%
25,134
+518
847
$507K 0.02%
25,276
+7,953
848
$506K 0.02%
1,447
+1,131
849
$506K 0.02%
+4,202
850
$506K 0.02%
+17,702
32 33
34
35 36