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
851
$505K 0.02%
30,787
+18,096
852
$504K 0.02%
4,747
+2,734
853
$504K 0.02%
20,786
+8,999
854
$503K 0.02%
20,684
+15,986
855
$503K 0.02%
15,793
+9,144
856
$503K 0.02%
16,589
+16,329
857
$501K 0.02%
8,961
+8,780
858
$500K 0.02%
19,499
+7,787
859
$500K 0.02%
3,550
+3,291
860
$499K 0.02%
4,313
+2,323
861
$497K 0.02%
+3,122
862
$496K 0.02%
16,697
+1,701
863
$494K 0.02%
5,235
+3,909
864
$492K 0.02%
+11,120
865
$492K 0.02%
6,501
+4,096
866
$490K 0.02%
5,346
+4,562
867
$488K 0.02%
7,810
+5,225
868
$488K 0.02%
+40,030
869
$487K 0.02%
2,524
+795
870
$485K 0.02%
7,987
+7,952
871
$484K 0.02%
7,461
+5,295
872
$483K 0.02%
9,741
+9,221
873
$478K 0.02%
24,926
+2,396
874
$478K 0.02%
13,063
+6,255
875
$477K 0.02%
17,134
+7,100
33 34
35
36 37