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
1251
$211K 0.01%
4,058
+4,052
1252
$211K 0.01%
10,653
+3,723
1253
$211K 0.01%
4,869
+754
1254
$211K 0.01%
+4,915
1255
$210K 0.01%
7,026
+4,893
1256
$210K 0.01%
11,671
-632
1257
$209K 0.01%
+15,728
1258
$209K 0.01%
9,663
-5,054
1259
$209K 0.01%
4,733
+4,143
1260
$208K 0.01%
+5,700
1261
$208K 0.01%
3,760
+2,607
1262
$208K 0.01%
3,651
-26,417
1263
$207K 0.01%
3,371
+3,280
1264
$207K 0.01%
+10,244
1265
$207K 0.01%
3,793
+2,254
1266
$207K 0.01%
5,879
+5,685
1267
$207K 0.01%
8,270
+6,756
1268
$206K 0.01%
+6,650
1269
$206K 0.01%
10,732
+5,757
1270
$206K 0.01%
8,087
+6,854
1271
$206K 0.01%
4,122
+3,610
1272
$205K 0.01%
3,188
+442
1273
$205K 0.01%
6,339
+5,595
1274
$205K 0.01%
3,663
-4,490
1275
$205K 0.01%
2,645
-1,265
49 50
51
52 53