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
76
$8.99M 0.29%
156,677
+85,667
77
$8.99M 0.29%
84,111
+46,886
78
$8.97M 0.29%
198,328
+194,088
79
$8.95M 0.29%
60,422
+48,272
80
$8.84M 0.28%
76,772
-1,885
81
$8.74M 0.28%
362,659
+354,338
82
$8.51M 0.27%
400,543
+33,603
83
$8.49M 0.27%
+4,200
84
$8.48M 0.27%
69,977
+6,242
85
$8.4M 0.27%
480,613
+336,210
86
$8.38M 0.27%
338,832
+338,087
87
$7.83M 0.25%
197,125
+60,665
88
$7.83M 0.25%
239,154
+122,471
89
$7.8M 0.25%
47,523
+41,901
90
$7.8M 0.25%
215,140
+52,660
91
$7.75M 0.25%
132,086
+102,248
92
$7.64M 0.24%
127,496
+83,641
93
$7.46M 0.24%
98,573
+75,481
94
$7.4M 0.24%
94,264
-16,058
95
$7.19M 0.23%
39,803
+604
96
$7.08M 0.23%
54,753
+53,715
97
$6.99M 0.22%
63,355
+50,586
98
$6.92M 0.22%
43,076
+33,367
99
$6.85M 0.22%
164,077
+147,055
100
$6.82M 0.22%
65,054
+42,633
2 3
4
5 6