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
951
$392K 0.01%
23,660
-1,355
952
$389K 0.01%
24,000
-1,820
953
$386K 0.01%
18,856
+5,525
954
$386K 0.01%
3,190
+913
955
$385K 0.01%
4,055
+3,672
956
$385K 0.01%
14,392
-8,017
957
$382K 0.01%
12,415
-162
958
$382K 0.01%
+30,700
959
$381K 0.01%
8,176
+4,596
960
$380K 0.01%
+27,480
961
$379K 0.01%
+17,373
962
$379K 0.01%
15,755
+15,455
963
$379K 0.01%
10,944
+6,067
964
$379K 0.01%
+1,052
965
$379K 0.01%
+9,190
966
$378K 0.01%
32,701
+1,447
967
$377K 0.01%
+17,250
968
$375K 0.01%
8,774
+6,533
969
$375K 0.01%
25,424
+11,816
970
$375K 0.01%
2,219
+2,036
971
$374K 0.01%
8,307
+6,448
972
$374K 0.01%
9,887
+6,457
973
$373K 0.01%
8,683
-915
974
$372K 0.01%
10,623
+10
975
$371K 0.01%
22,059
+13,686
37 38
39
40 41