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
126
$5.44M 0.17%
215,310
+142,538
127
$5.38M 0.17%
42,229
-102,100
128
$5.33M 0.17%
139,443
+56,886
129
$5.33M 0.17%
39,783
+9,519
130
$5.28M 0.17%
176,693
+67,521
131
$5.25M 0.17%
95,840
+46,060
132
$5.18M 0.17%
151,931
+68,040
133
$5.17M 0.17%
88,159
+9,689
134
$5.14M 0.16%
104,222
+56,592
135
$5.13M 0.16%
203,126
+133,865
136
$5.11M 0.16%
75,567
+21,696
137
$5.1M 0.16%
53,744
+22,330
138
$5.07M 0.16%
59,929
+28,579
139
$5.05M 0.16%
53,267
+51,416
140
$5.01M 0.16%
242,507
+213,468
141
$5M 0.16%
249,143
+27,489
142
$4.99M 0.16%
63,855
+5,384
143
$4.97M 0.16%
99,746
+76,823
144
$4.96M 0.16%
43,758
+17,251
145
$4.88M 0.16%
49,641
+43,539
146
$4.75M 0.15%
155,587
+146,587
147
$4.7M 0.15%
176,034
+131,459
148
$4.69M 0.15%
85,456
+61,350
149
$4.69M 0.15%
124,326
+112,231
150
$4.65M 0.15%
87,907
+19,113
4 5
6
7 8