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
1176
$243K 0.01%
5,323
+4,898
1177
$243K 0.01%
4,389
+2,826
1178
$243K 0.01%
6,328
+6,021
1179
$242K 0.01%
+463
1180
$242K 0.01%
2,605
+2,600
1181
$242K 0.01%
2,013
-989
1182
$242K 0.01%
18,350
-2,282
1183
$242K 0.01%
3,690
-73
1184
$242K 0.01%
4,919
+4,569
1185
$242K 0.01%
10,756
+8,905
1186
$241K 0.01%
9,715
+8,402
1187
$239K 0.01%
3,785
+3,211
1188
$238K 0.01%
9,027
+4,633
1189
$238K 0.01%
1,133
+738
1190
$238K 0.01%
+3,620
1191
$237K 0.01%
11,324
+4,405
1192
$236K 0.01%
599
+523
1193
$236K 0.01%
3,593
+3,340
1194
$235K 0.01%
9,510
+4,048
1195
$235K 0.01%
+17,855
1196
$234K 0.01%
3,662
+1,339
1197
$233K 0.01%
14,783
+588
1198
$233K 0.01%
2,558
+838
1199
$233K 0.01%
1,560
+466
1200
$233K 0.01%
+38,393
46 47
48
49 50