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
1651
$106K ﹤0.01%
8,919
+5,984
1652
$106K ﹤0.01%
995
+184
1653
$106K ﹤0.01%
+1,600
1654
$106K ﹤0.01%
+3,125
1655
$105K ﹤0.01%
+3,772
1656
$105K ﹤0.01%
1,061
+508
1657
$105K ﹤0.01%
8,861
+6,466
1658
$105K ﹤0.01%
772
+576
1659
$105K ﹤0.01%
+9,125
1660
$105K ﹤0.01%
2,835
+1,939
1661
$104K ﹤0.01%
+6,754
1662
$104K ﹤0.01%
+1,323
1663
$104K ﹤0.01%
+8,711
1664
$104K ﹤0.01%
2,740
+1,953
1665
$104K ﹤0.01%
+8,428
1666
$104K ﹤0.01%
1,934
+1,644
1667
$104K ﹤0.01%
6,433
+4,419
1668
$103K ﹤0.01%
+1,139
1669
$103K ﹤0.01%
+1,667
1670
$103K ﹤0.01%
2,637
+495
1671
$103K ﹤0.01%
+16,816
1672
$103K ﹤0.01%
4,192
+1,434
1673
$103K ﹤0.01%
+1,010
1674
$103K ﹤0.01%
1,059
+709
1675
$103K ﹤0.01%
1,600
+412
65 66
67
68 69