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
1476
$144K ﹤0.01%
957
-787
1477
$143K ﹤0.01%
5,747
+4,330
1478
$143K ﹤0.01%
2,422
+1,570
1479
$143K ﹤0.01%
+4,151
1480
$143K ﹤0.01%
+7,154
1481
$143K ﹤0.01%
2,487
+497
1482
$142K ﹤0.01%
3,306
+2,941
1483
$142K ﹤0.01%
27,759
+13,777
1484
$141K ﹤0.01%
1,908
-1,357
1485
$141K ﹤0.01%
2,452
+2,360
1486
$140K ﹤0.01%
+3,391
1487
$140K ﹤0.01%
2,147
+1,868
1488
$140K ﹤0.01%
2,483
+1,560
1489
$139K ﹤0.01%
2,172
+1,229
1490
$138K ﹤0.01%
2,497
+377
1491
$138K ﹤0.01%
4,411
+4,212
1492
$138K ﹤0.01%
+12,167
1493
$138K ﹤0.01%
2,273
+1,577
1494
$137K ﹤0.01%
2,122
+2,017
1495
$137K ﹤0.01%
+1,020
1496
$137K ﹤0.01%
3,822
+2,654
1497
$136K ﹤0.01%
17,935
+12,950
1498
$136K ﹤0.01%
+2,946
1499
$136K ﹤0.01%
3,817
+1,523
1500
$135K ﹤0.01%
2,472
+2,032
58 59
60
61 62