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
1376
$169K 0.01%
4,844
-35
1377
$168K 0.01%
1,746
+777
1378
$168K 0.01%
12,210
+11,086
1379
$168K 0.01%
+5,950
1380
$168K 0.01%
5,331
-4,399
1381
$168K 0.01%
3,444
-48
1382
$168K 0.01%
718
-90
1383
$167K 0.01%
4,530
+949
1384
$167K 0.01%
12,166
+10,729
1385
$167K 0.01%
+1,394
1386
$166K 0.01%
10,982
+9,266
1387
$166K 0.01%
3,921
+2,656
1388
$166K 0.01%
3,487
1389
$166K 0.01%
3,333
-1,842
1390
$166K 0.01%
1,899
+295
1391
$165K 0.01%
2,233
+675
1392
$165K 0.01%
+1,500
1393
$165K 0.01%
2,677
+866
1394
$165K 0.01%
5,366
1395
$165K 0.01%
5,403
+1,124
1396
$164K 0.01%
+9,725
1397
$164K 0.01%
5,977
+5,622
1398
$164K 0.01%
2,836
+1,036
1399
$164K 0.01%
+2,304
1400
$164K 0.01%
2,372
+88
54 55
56
57 58