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
1226
$222K 0.01%
4,601
+1,493
1227
$221K 0.01%
4,024
+2,455
1228
$220K 0.01%
4,818
+4,232
1229
$220K 0.01%
+13,890
1230
$219K 0.01%
4,489
+568
1231
$219K 0.01%
2,933
+687
1232
$218K 0.01%
5,411
+225
1233
$218K 0.01%
11,544
+8,369
1234
$217K 0.01%
2,918
+295
1235
$216K 0.01%
2,748
+12
1236
$216K 0.01%
1,635
+169
1237
$216K 0.01%
2,191
+1,325
1238
$216K 0.01%
+16,803
1239
$216K 0.01%
18,800
+10,300
1240
$214K 0.01%
5,837
+5,515
1241
$214K 0.01%
3,666
+3,174
1242
$214K 0.01%
1,521
+376
1243
$214K 0.01%
28,902
+27,921
1244
$214K 0.01%
209
+54
1245
$214K 0.01%
3,153
+2,953
1246
$213K 0.01%
4,446
+3,071
1247
$212K 0.01%
8,159
-2,260
1248
$212K 0.01%
2,994
+488
1249
$212K 0.01%
10,549
+3,919
1250
$212K 0.01%
10,036
-191
48 49
50
51 52