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
926
$410K 0.01%
14,254
+10,492
927
$410K 0.01%
16,514
+1,271
928
$409K 0.01%
31,810
+31,310
929
$406K 0.01%
9,741
+9,417
930
$406K 0.01%
5,774
+4,399
931
$405K 0.01%
4,298
-1,490
932
$403K 0.01%
15,916
+15,915
933
$403K 0.01%
12,949
-6,467
934
$402K 0.01%
6,674
+2,190
935
$401K 0.01%
13,587
+4,311
936
$401K 0.01%
12,896
+10,342
937
$401K 0.01%
8,424
+5,683
938
$399K 0.01%
13,991
+10,372
939
$399K 0.01%
31,261
+12,804
940
$398K 0.01%
4,411
+1,636
941
$398K 0.01%
11,245
+10,661
942
$398K 0.01%
3,022
+1,668
943
$398K 0.01%
6,459
+1,996
944
$397K 0.01%
+409
945
$396K 0.01%
8,256
-1,104
946
$395K 0.01%
19,055
-84
947
$394K 0.01%
2,091
+1,865
948
$393K 0.01%
+9,663
949
$393K 0.01%
15,892
+13,570
950
$393K 0.01%
+30,236
36 37
38
39 40