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
1001
$349K 0.01%
3,925
+910
1002
$349K 0.01%
6,244
+1,359
1003
$347K 0.01%
5,283
+992
1004
$346K 0.01%
22,855
+4,655
1005
$345K 0.01%
4,961
+4,234
1006
$345K 0.01%
17,952
-3,151
1007
$344K 0.01%
17,520
+7,926
1008
$344K 0.01%
+12,528
1009
$342K 0.01%
13,847
+4,659
1010
$342K 0.01%
7,916
+1,390
1011
$339K 0.01%
883
-104
1012
$338K 0.01%
14,383
+1,364
1013
$338K 0.01%
12,356
+8,526
1014
$338K 0.01%
+9,768
1015
$336K 0.01%
5,700
+4,341
1016
$336K 0.01%
21,908
+13,000
1017
$336K 0.01%
6,206
+3,304
1018
$335K 0.01%
1,681
+164
1019
$335K 0.01%
9,221
+5,150
1020
$334K 0.01%
28,969
+12,609
1021
$333K 0.01%
+68,146
1022
$333K 0.01%
6,389
+3,984
1023
$333K 0.01%
2,567
+1,117
1024
$333K 0.01%
+12,847
1025
$332K 0.01%
+7,594
39 40
41
42 43