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
1101
$285K 0.01%
+13,344
1102
$285K 0.01%
17,855
+10,250
1103
$285K 0.01%
5,978
+3,988
1104
$284K 0.01%
1,682
+596
1105
$284K 0.01%
+10,743
1106
$284K 0.01%
4,843
+76
1107
$283K 0.01%
1,959
+441
1108
$283K 0.01%
7,306
+4,228
1109
$283K 0.01%
10,198
+7,582
1110
$280K 0.01%
+4,586
1111
$280K 0.01%
2,726
+2,193
1112
$280K 0.01%
5,946
+5,767
1113
$279K 0.01%
14,890
+3,311
1114
$279K 0.01%
1,141
+920
1115
$279K 0.01%
5,789
+3,116
1116
$279K 0.01%
3,996
+3,971
1117
$279K 0.01%
+11,042
1118
$278K 0.01%
4,834
+4,622
1119
$278K 0.01%
3,667
+2,732
1120
$277K 0.01%
3,057
+1,534
1121
$277K 0.01%
11,073
+10,035
1122
$277K 0.01%
2,948
+2,758
1123
$277K 0.01%
6,072
+940
1124
$276K 0.01%
4,124
+2,119
1125
$276K 0.01%
805
+80
43 44
45
46 47