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
1501
$135K ﹤0.01%
4,224
+3,441
1502
$135K ﹤0.01%
4,704
+3,990
1503
$134K ﹤0.01%
6,187
+5,504
1504
$134K ﹤0.01%
9,250
+8,000
1505
$133K ﹤0.01%
+4,100
1506
$133K ﹤0.01%
+2,489
1507
$133K ﹤0.01%
+5,012
1508
$133K ﹤0.01%
1,744
+1,614
1509
$132K ﹤0.01%
+2,357
1510
$132K ﹤0.01%
1,170
+596
1511
$132K ﹤0.01%
+9,379
1512
$132K ﹤0.01%
5,750
+1,678
1513
$132K ﹤0.01%
+6,770
1514
$131K ﹤0.01%
+6,563
1515
$131K ﹤0.01%
4,630
+1,750
1516
$131K ﹤0.01%
+2,746
1517
$131K ﹤0.01%
+2,050
1518
$131K ﹤0.01%
5,211
-15,796
1519
$131K ﹤0.01%
5,138
+1,938
1520
$131K ﹤0.01%
+1
1521
$130K ﹤0.01%
+11,008
1522
$130K ﹤0.01%
6,000
+5,000
1523
$130K ﹤0.01%
2,150
+1,497
1524
$130K ﹤0.01%
500
+83
1525
$130K ﹤0.01%
1,009
+889
59 60
61
62 63