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
976
$371K 0.01%
+9,691
977
$370K 0.01%
5,810
+1,369
978
$369K 0.01%
6,680
+1,001
979
$369K 0.01%
13,886
+8,982
980
$369K 0.01%
6,270
+4,463
981
$369K 0.01%
7,376
+7,010
982
$369K 0.01%
10,573
+10,523
983
$366K 0.01%
10,609
+2,162
984
$364K 0.01%
14,411
+8,482
985
$364K 0.01%
2,568
+1,325
986
$363K 0.01%
14,818
+14,514
987
$363K 0.01%
7,621
+4,549
988
$363K 0.01%
14,533
-17,342
989
$357K 0.01%
5,139
-1,013
990
$357K 0.01%
12,386
+6,741
991
$357K 0.01%
4,316
+3,322
992
$356K 0.01%
19,349
-26,048
993
$355K 0.01%
7,799
+1,151
994
$355K 0.01%
2,133
-22,224
995
$353K 0.01%
+21,226
996
$352K 0.01%
4,993
-235
997
$351K 0.01%
6,168
+5,801
998
$351K 0.01%
4,642
+4,307
999
$351K 0.01%
6,254
+4,007
1000
$349K 0.01%
5,783
+1,900
38 39
40
41 42