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
1301
$193K 0.01%
+3,855
1302
$193K 0.01%
1,472
+516
1303
$193K 0.01%
+3,183
1304
$192K 0.01%
+20,166
1305
$188K 0.01%
2,500
+2,100
1306
$188K 0.01%
5,022
-736
1307
$187K 0.01%
7,342
+2,218
1308
$187K 0.01%
4,049
+2,368
1309
$186K 0.01%
3,429
+2,153
1310
$186K 0.01%
7,556
+5,760
1311
$186K 0.01%
2,319
-16,396
1312
$186K 0.01%
3,678
+378
1313
$186K 0.01%
4,570
+3,715
1314
$186K 0.01%
+4,647
1315
$185K 0.01%
4,416
+4,246
1316
$185K 0.01%
+12,955
1317
$184K 0.01%
1,227
+236
1318
$184K 0.01%
+13,142
1319
$183K 0.01%
5,562
-30
1320
$183K 0.01%
3,642
+3,576
1321
$183K 0.01%
6,014
+5,110
1322
$183K 0.01%
+3,671
1323
$183K 0.01%
7,256
-3,031
1324
$182K 0.01%
+9,026
1325
$182K 0.01%
3,095
+1,139
51 52
53
54 55