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
1126
$275K 0.01%
15,120
+870
1127
$274K 0.01%
2,883
+1,876
1128
$273K 0.01%
53,371
+45,510
1129
$273K 0.01%
10,332
+1,841
1130
$272K 0.01%
12,501
+3,428
1131
$272K 0.01%
11,863
+7,724
1132
$272K 0.01%
7,487
+3,661
1133
$271K 0.01%
5,265
-911
1134
$270K 0.01%
+11,730
1135
$270K 0.01%
+10,715
1136
$269K 0.01%
4,304
-6,334
1137
$269K 0.01%
10,325
+2,485
1138
$269K 0.01%
3,225
+1,271
1139
$268K 0.01%
7,485
+1,790
1140
$267K 0.01%
23,789
+2,307
1141
$266K 0.01%
9,594
+2,505
1142
$266K 0.01%
13,653
+12,053
1143
$265K 0.01%
2,744
+2,205
1144
$264K 0.01%
5,260
+70
1145
$264K 0.01%
10,378
+8,583
1146
$262K 0.01%
1,097
+540
1147
$262K 0.01%
2,790
+2,314
1148
$262K 0.01%
3,786
+2,136
1149
$261K 0.01%
7,269
+2,547
1150
$261K 0.01%
11,360
-16
44 45
46
47 48