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
876
$476K 0.02%
17,647
+17,117
877
$475K 0.02%
8,496
+3,382
878
$475K 0.02%
15,628
+6,529
879
$473K 0.02%
9,544
+3,191
880
$473K 0.02%
4,422
+3,558
881
$471K 0.02%
+18,870
882
$471K 0.02%
16,762
+4,334
883
$470K 0.02%
13,270
+280
884
$470K 0.02%
3,867
+1,191
885
$469K 0.02%
3,515
+2,064
886
$469K 0.02%
30,520
+20,903
887
$465K 0.01%
10,410
+5,174
888
$464K 0.01%
12,630
+8,148
889
$463K 0.01%
11,831
+1,107
890
$460K 0.01%
+18,344
891
$460K 0.01%
11,532
+6,294
892
$459K 0.01%
3,864
+2,063
893
$457K 0.01%
32,657
+5,975
894
$455K 0.01%
+17,110
895
$455K 0.01%
6,207
+3,469
896
$454K 0.01%
13,336
+3,641
897
$451K 0.01%
2,561
+1,404
898
$449K 0.01%
14,894
+14,398
899
$449K 0.01%
2,325
+328
900
$449K 0.01%
6,600
+825
34 35
36
37 38