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
1626
$110K ﹤0.01%
238
+73
1627
$110K ﹤0.01%
6,336
+6,206
1628
$110K ﹤0.01%
568
+417
1629
$110K ﹤0.01%
3,487
-4,637
1630
$110K ﹤0.01%
3,207
+2,853
1631
$109K ﹤0.01%
8,641
+1,982
1632
$109K ﹤0.01%
+8,383
1633
$109K ﹤0.01%
810
+225
1634
$109K ﹤0.01%
2,551
+2,175
1635
$108K ﹤0.01%
+3,712
1636
$108K ﹤0.01%
3,593
+1,319
1637
$108K ﹤0.01%
+1,902
1638
$108K ﹤0.01%
123
-57
1639
$108K ﹤0.01%
2,875
+1,898
1640
$108K ﹤0.01%
+3,155
1641
$107K ﹤0.01%
5,395
-809
1642
$107K ﹤0.01%
4,316
+4,145
1643
$107K ﹤0.01%
+4,190
1644
$107K ﹤0.01%
+4,988
1645
$107K ﹤0.01%
4,212
-3,334
1646
$107K ﹤0.01%
12,509
+12,410
1647
$107K ﹤0.01%
3,258
+1,378
1648
$106K ﹤0.01%
+8,549
1649
$106K ﹤0.01%
+6,857
1650
$106K ﹤0.01%
+4,175
64 65
66
67 68