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
1426
$156K 0.01%
776
+647
1427
$156K 0.01%
+4,903
1428
$155K 0.01%
+6,808
1429
$155K 0.01%
3,005
+350
1430
$155K 0.01%
4,474
+4,459
1431
$155K 0.01%
5,332
+738
1432
$155K 0.01%
3,411
+1,781
1433
$155K 0.01%
1,508
+1,237
1434
$155K 0.01%
1,143
+751
1435
$154K ﹤0.01%
5,199
+4,619
1436
$154K ﹤0.01%
4,900
+4,033
1437
$154K ﹤0.01%
+6,652
1438
$154K ﹤0.01%
6,072
+5,943
1439
$154K ﹤0.01%
7,402
+3,492
1440
$154K ﹤0.01%
5,027
+4,946
1441
$154K ﹤0.01%
6,183
+580
1442
$153K ﹤0.01%
990
+545
1443
$153K ﹤0.01%
+4,913
1444
$153K ﹤0.01%
749
+257
1445
$153K ﹤0.01%
4,673
+2,313
1446
$153K ﹤0.01%
2,907
+891
1447
$153K ﹤0.01%
1,850
+1,510
1448
$152K ﹤0.01%
2,935
+573
1449
$152K ﹤0.01%
+17,926
1450
$152K ﹤0.01%
5,376
+4,776
56 57
58
59 60