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
901
$446K 0.01%
+16,592
902
$446K 0.01%
4,653
+1,891
903
$442K 0.01%
12,212
+6,878
904
$438K 0.01%
16,295
+11,169
905
$435K 0.01%
28,134
+27,634
906
$435K 0.01%
1,114
+776
907
$432K 0.01%
5,772
+3,962
908
$429K 0.01%
7,622
+1,618
909
$428K 0.01%
6,331
+6,199
910
$427K 0.01%
21,010
+804
911
$425K 0.01%
2,246
+160
912
$423K 0.01%
+16,924
913
$422K 0.01%
14,005
+7,941
914
$420K 0.01%
+42,428
915
$419K 0.01%
10,929
+9,847
916
$419K 0.01%
16,224
+5,786
917
$417K 0.01%
8,988
+1,651
918
$416K 0.01%
5,658
+4,262
919
$415K 0.01%
11,956
-894
920
$415K 0.01%
+16,687
921
$415K 0.01%
2,811
+2,176
922
$414K 0.01%
+18,024
923
$412K 0.01%
1,837
+1,178
924
$411K 0.01%
11,741
-2,786
925
$410K 0.01%
+17,713
35 36
37
38 39