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
1201
$233K 0.01%
4,476
+1,373
1202
$232K 0.01%
8,108
+4,820
1203
$232K 0.01%
+3,968
1204
$232K 0.01%
1,908
+1,283
1205
$230K 0.01%
8,875
+6,907
1206
$230K 0.01%
4,564
+4,336
1207
$229K 0.01%
18,467
+18,067
1208
$229K 0.01%
13,986
+9,994
1209
$229K 0.01%
4,512
+3,047
1210
$228K 0.01%
+15,768
1211
$226K 0.01%
7,549
+4,804
1212
$226K 0.01%
+7,447
1213
$225K 0.01%
+2,321
1214
$225K 0.01%
10,251
+10,250
1215
$225K 0.01%
5,006
+4,806
1216
$225K 0.01%
2,748
+684
1217
$225K 0.01%
2,727
+582
1218
$225K 0.01%
7,484
+7,169
1219
$224K 0.01%
3,496
+3,014
1220
$223K 0.01%
9,066
+5,692
1221
$223K 0.01%
10,745
+1,670
1222
$223K 0.01%
6,840
+3,691
1223
$222K 0.01%
1,990
+1,038
1224
$222K 0.01%
5,167
+4,295
1225
$222K 0.01%
3,398
+1,531
47 48
49
50 51