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
101
$6.79M 0.22%
268,368
+80,300
102
$6.73M 0.22%
94,123
+62,068
103
$6.65M 0.21%
52,890
+21,632
104
$6.31M 0.2%
133,055
+90,194
105
$6.28M 0.2%
95,912
+83,211
106
$6.04M 0.19%
134,468
+12,209
107
$6.01M 0.19%
57,350
+31,016
108
$5.99M 0.19%
56,174
+22,375
109
$5.97M 0.19%
69,954
+69,711
110
$5.95M 0.19%
20,047
-11,837
111
$5.94M 0.19%
127,126
+30,635
112
$5.93M 0.19%
73,013
+27,636
113
$5.93M 0.19%
109,832
+55,674
114
$5.88M 0.19%
118,249
+59,166
115
$5.77M 0.18%
109,554
+36,205
116
$5.76M 0.18%
298,878
+279,779
117
$5.74M 0.18%
181,298
+105,983
118
$5.72M 0.18%
105,144
+66,188
119
$5.67M 0.18%
57,019
+56,649
120
$5.65M 0.18%
453,120
+355,435
121
$5.64M 0.18%
112,894
+56,692
122
$5.64M 0.18%
131,136
+73,128
123
$5.56M 0.18%
130,087
+111,340
124
$5.54M 0.18%
152,626
+65,756
125
$5.53M 0.18%
56,030
+15,260
3 4
5
6 7