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
1151
$261K 0.01%
13,290
-14,570
1152
$259K 0.01%
4,139
+2,800
1153
$258K 0.01%
+7,130
1154
$258K 0.01%
2,275
+1,413
1155
$258K 0.01%
+8,586
1156
$257K 0.01%
+1,358
1157
$256K 0.01%
2,367
+2,356
1158
$256K 0.01%
6,728
+3,750
1159
$256K 0.01%
16,153
+10,185
1160
$256K 0.01%
6,511
+3,747
1161
$254K 0.01%
2,326
-9,123
1162
$254K 0.01%
5,056
+4,644
1163
$254K 0.01%
4,113
+1,779
1164
$254K 0.01%
+12,841
1165
$253K 0.01%
5,030
+4,632
1166
$253K 0.01%
+21,150
1167
$253K 0.01%
10,219
+1,733
1168
$252K 0.01%
+5,825
1169
$252K 0.01%
6,531
+6,399
1170
$252K 0.01%
+9,700
1171
$251K 0.01%
3,895
+3,865
1172
$248K 0.01%
3,694
+2,963
1173
$248K 0.01%
1,710
+1,399
1174
$245K 0.01%
7,282
+2,069
1175
$244K 0.01%
3,030
+1,785
45 46
47
48 49