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
1576
$120K ﹤0.01%
3,531
+1,331
1577
$120K ﹤0.01%
3,789
+2,942
1578
$120K ﹤0.01%
6,166
+5,766
1579
$120K ﹤0.01%
3,581
+2,579
1580
$119K ﹤0.01%
4,602
+3,718
1581
$119K ﹤0.01%
5,056
+971
1582
$119K ﹤0.01%
19,568
+3,568
1583
$119K ﹤0.01%
2,443
-2,609
1584
$118K ﹤0.01%
+4,755
1585
$118K ﹤0.01%
1,365
+1,096
1586
$118K ﹤0.01%
3,539
+3,297
1587
$118K ﹤0.01%
5,523
+4,300
1588
$118K ﹤0.01%
2,940
-900
1589
$117K ﹤0.01%
4,617
-95
1590
$117K ﹤0.01%
1,618
+1,487
1591
$117K ﹤0.01%
1,065
+25
1592
$117K ﹤0.01%
+3,040
1593
$116K ﹤0.01%
1,906
+1,336
1594
$116K ﹤0.01%
3,433
+326
1595
$116K ﹤0.01%
3,699
+2,128
1596
$116K ﹤0.01%
13,631
+5,636
1597
$116K ﹤0.01%
1,651
+1,235
1598
$116K ﹤0.01%
+5,140
1599
$115K ﹤0.01%
2,314
+330
1600
$115K ﹤0.01%
3,856
+44
62 63
64
65 66