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
1601
$115K ﹤0.01%
7,177
+4,830
1602
$115K ﹤0.01%
+4,858
1603
$114K ﹤0.01%
1,324
+691
1604
$113K ﹤0.01%
+1,448
1605
$113K ﹤0.01%
+4,647
1606
$113K ﹤0.01%
1,601
+1,004
1607
$113K ﹤0.01%
1,706
+198
1608
$113K ﹤0.01%
1,655
+331
1609
$113K ﹤0.01%
+3,195
1610
$112K ﹤0.01%
+7,000
1611
$112K ﹤0.01%
5,440
+5,340
1612
$112K ﹤0.01%
3,075
+1,949
1613
$112K ﹤0.01%
2,829
+2,071
1614
$112K ﹤0.01%
6,584
+3,084
1615
$112K ﹤0.01%
1,895
+30
1616
$112K ﹤0.01%
764
+576
1617
$112K ﹤0.01%
1,837
+1,034
1618
$112K ﹤0.01%
5,382
+5,000
1619
$111K ﹤0.01%
855
+432
1620
$111K ﹤0.01%
4,534
+252
1621
$111K ﹤0.01%
2,067
+1,321
1622
$111K ﹤0.01%
+8,840
1623
$111K ﹤0.01%
2,254
1624
$110K ﹤0.01%
12,037
+6,392
1625
$110K ﹤0.01%
3,611
+1,995
63 64
65
66 67