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
1026
$332K 0.01%
4,037
+2,375
1027
$332K 0.01%
7,218
+1,153
1028
$332K 0.01%
4,362
+2,182
1029
$332K 0.01%
12,578
+8,622
1030
$331K 0.01%
516
+392
1031
$330K 0.01%
9,412
+8,793
1032
$329K 0.01%
13,139
+12,298
1033
$328K 0.01%
5,906
+3,895
1034
$328K 0.01%
6,531
+1,368
1035
$327K 0.01%
17,672
+11,611
1036
$325K 0.01%
10,736
+10,067
1037
$324K 0.01%
8,451
+4,218
1038
$324K 0.01%
13,192
+12,092
1039
$322K 0.01%
12,439
+11,923
1040
$322K 0.01%
9,784
+5,625
1041
$321K 0.01%
1,973
+461
1042
$319K 0.01%
+12,622
1043
$315K 0.01%
4,048
+3,804
1044
$315K 0.01%
250
1045
$315K 0.01%
17,251
-49
1046
$314K 0.01%
2,666
+2,162
1047
$313K 0.01%
4,146
+1,583
1048
$313K 0.01%
3,522
+3,452
1049
$313K 0.01%
3,068
+2,102
1050
$313K 0.01%
2,219
+1,894
40 41
42
43 44