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
1051
$313K 0.01%
8,715
+6,620
1052
$311K 0.01%
16,449
+16,283
1053
$310K 0.01%
4,973
+1,158
1054
$310K 0.01%
2,702
+536
1055
$310K 0.01%
6,151
+1,873
1056
$310K 0.01%
12,276
-2,214
1057
$310K 0.01%
+13,901
1058
$309K 0.01%
4,386
+3,411
1059
$309K 0.01%
12,578
+8,083
1060
$309K 0.01%
7,806
+6,899
1061
$308K 0.01%
5,855
+327
1062
$308K 0.01%
+6,380
1063
$307K 0.01%
7,962
+5,003
1064
$306K 0.01%
6,727
+5,206
1065
$305K 0.01%
2,039
+1,406
1066
$305K 0.01%
9,909
+4,125
1067
$304K 0.01%
22,267
+17,687
1068
$303K 0.01%
7,723
+7,713
1069
$302K 0.01%
6,043
+1,664
1070
$302K 0.01%
11,437
+8,742
1071
$302K 0.01%
+25,971
1072
$302K 0.01%
12,423
+10,989
1073
$301K 0.01%
10,601
+2,352
1074
$300K 0.01%
1,996
-1,950
1075
$300K 0.01%
12,404
+1,669
41 42
43
44 45