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
1076
$300K 0.01%
9,622
+4,986
1077
$300K 0.01%
5,247
+5,118
1078
$299K 0.01%
5,855
+2,091
1079
$299K 0.01%
9,655
+4,365
1080
$299K 0.01%
2,798
+2,698
1081
$298K 0.01%
3,677
+1,723
1082
$295K 0.01%
11,788
+8,536
1083
$294K 0.01%
22,300
+15,900
1084
$294K 0.01%
7,555
+7,510
1085
$293K 0.01%
8,433
+3,456
1086
$293K 0.01%
6,254
+6,226
1087
$293K 0.01%
6,960
-174
1088
$293K 0.01%
7,599
-24,583
1089
$293K 0.01%
3,774
-4,290
1090
$293K 0.01%
33,330
+7,200
1091
$292K 0.01%
9,882
+6,515
1092
$292K 0.01%
12,158
+11,919
1093
$290K 0.01%
2,778
+970
1094
$290K 0.01%
10,725
+9,542
1095
$290K 0.01%
7,489
+2,188
1096
– –
0
1097
$289K 0.01%
1,354
+1,328
1098
$288K 0.01%
11,460
+10,662
1099
$286K 0.01%
+24,326
1100
$286K 0.01%
6,754
+6,034
42 43
44
45 46