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
1451
$151K ﹤0.01%
2,369
+1,885
1452
$150K ﹤0.01%
5,241
+3,588
1453
$150K ﹤0.01%
1,799
+411
1454
$149K ﹤0.01%
6,856
+5,827
1455
$149K ﹤0.01%
7,036
+4,059
1456
$149K ﹤0.01%
6,191
+5,400
1457
$149K ﹤0.01%
+10,489
1458
$148K ﹤0.01%
2,407
-1,559
1459
$148K ﹤0.01%
1,063
+867
1460
$148K ﹤0.01%
2,583
+2,538
1461
$148K ﹤0.01%
+5,909
1462
$147K ﹤0.01%
4,588
+3,684
1463
$147K ﹤0.01%
+5,879
1464
$147K ﹤0.01%
1,855
+1,766
1465
$147K ﹤0.01%
13,853
+6,996
1466
$146K ﹤0.01%
2,249
+467
1467
$146K ﹤0.01%
2,296
+313
1468
$146K ﹤0.01%
1,534
-236
1469
$146K ﹤0.01%
5,951
+5,047
1470
$145K ﹤0.01%
1,633
+1,293
1471
$145K ﹤0.01%
4,181
-4,043
1472
$145K ﹤0.01%
5,226
+2,632
1473
$145K ﹤0.01%
+5,205
1474
$145K ﹤0.01%
+8,160
1475
$144K ﹤0.01%
398
+395
57 58
59
60 61