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
1526
$130K ﹤0.01%
+6,813
1527
$130K ﹤0.01%
617
+84
1528
$130K ﹤0.01%
6,507
+5,757
1529
$130K ﹤0.01%
12,347
+7,971
1530
$130K ﹤0.01%
6,439
+2,217
1531
$130K ﹤0.01%
+31
1532
$129K ﹤0.01%
3,746
+1,720
1533
$129K ﹤0.01%
+3,619
1534
$129K ﹤0.01%
3,111
+3,103
1535
$129K ﹤0.01%
11,187
+8,320
1536
$129K ﹤0.01%
+2,528
1537
$128K ﹤0.01%
886
+143
1538
$128K ﹤0.01%
1,353
+316
1539
$127K ﹤0.01%
2,086
+1,893
1540
$127K ﹤0.01%
1,046
+284
1541
$127K ﹤0.01%
3,627
-440
1542
$126K ﹤0.01%
6,803
+4,885
1543
$125K ﹤0.01%
11,049
+7,474
1544
$125K ﹤0.01%
3,797
+3,045
1545
$125K ﹤0.01%
3,033
+507
1546
$125K ﹤0.01%
3,484
+2,044
1547
$124K ﹤0.01%
491
+352
1548
$124K ﹤0.01%
+3,830
1549
$124K ﹤0.01%
+2,488
1550
$124K ﹤0.01%
3,626
+2,636
60 61
62
63 64