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
1326
$181K 0.01%
9,393
+3,178
1327
$181K 0.01%
3,429
+2,661
1328
$180K 0.01%
1,319
+15
1329
$179K 0.01%
3,120
+1,152
1330
$179K 0.01%
6,703
-1,794
1331
$178K 0.01%
6,830
1332
$178K 0.01%
4,556
+487
1333
$177K 0.01%
7,728
+4,239
1334
$177K 0.01%
6,668
+5,868
1335
$177K 0.01%
+7,559
1336
$176K 0.01%
1,952
+1,222
1337
$176K 0.01%
+11,400
1338
$176K 0.01%
1,952
+1,903
1339
$176K 0.01%
2,907
+2,669
1340
$176K 0.01%
1,377
+106
1341
$176K 0.01%
+2,686
1342
$176K 0.01%
6,799
+5,198
1343
$176K 0.01%
+4,212
1344
$175K 0.01%
+400
1345
$175K 0.01%
3,412
+3,324
1346
$175K 0.01%
+8,739
1347
$175K 0.01%
+11,710
1348
$174K 0.01%
+3,406
1349
$174K 0.01%
4,800
+4,352
1350
$174K 0.01%
+1,455
52 53
54
55 56