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
1276
$202K 0.01%
8,038
+7,322
1277
$202K 0.01%
8,853
+2,685
1278
$201K 0.01%
7,778
+5,098
1279
$201K 0.01%
6,584
+4,529
1280
$201K 0.01%
6,445
1281
$201K 0.01%
9,213
+7,087
1282
$199K 0.01%
1,914
+1,308
1283
$199K 0.01%
5,187
+5,123
1284
$198K 0.01%
10,872
+10,860
1285
$198K 0.01%
+14,000
1286
$197K 0.01%
3,326
+3,160
1287
$197K 0.01%
708
+346
1288
$197K 0.01%
2,808
+2,449
1289
$197K 0.01%
982
+657
1290
$196K 0.01%
2,586
+2,168
1291
$196K 0.01%
+7,788
1292
$196K 0.01%
+4,989
1293
$195K 0.01%
+8,761
1294
$195K 0.01%
1,034
+1,014
1295
$195K 0.01%
2,723
+759
1296
$195K 0.01%
3,440
+2,547
1297
$195K 0.01%
4,125
+13
1298
$195K 0.01%
+7,708
1299
$194K 0.01%
7,832
+3,023
1300
$194K 0.01%
3,555
+2,463
50 51
52
53 54