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
1551
$124K ﹤0.01%
2,296
+708
1552
$124K ﹤0.01%
2,511
+1,352
1553
$124K ﹤0.01%
535
-26
1554
$124K ﹤0.01%
+13,013
1555
$123K ﹤0.01%
438
+184
1556
$123K ﹤0.01%
2,457
+255
1557
$123K ﹤0.01%
+8,595
1558
$123K ﹤0.01%
866
+195
1559
$123K ﹤0.01%
8,789
-2,673
1560
$123K ﹤0.01%
+5,685
1561
$123K ﹤0.01%
+9,510
1562
$122K ﹤0.01%
3,750
+3,260
1563
$121K ﹤0.01%
9,609
+6,831
1564
$121K ﹤0.01%
1,605
+172
1565
$121K ﹤0.01%
7,577
+7,294
1566
$121K ﹤0.01%
133
+15
1567
$121K ﹤0.01%
+2,706
1568
$121K ﹤0.01%
497
+267
1569
$121K ﹤0.01%
163,423
+63,423
1570
$121K ﹤0.01%
602
+515
1571
$121K ﹤0.01%
2,019
+179
1572
$121K ﹤0.01%
+419
1573
$120K ﹤0.01%
1,510
+1,198
1574
$120K ﹤0.01%
3,955
+3,746
1575
$120K ﹤0.01%
4,959
-1,329
61 62
63
64 65