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
1676
$103K ﹤0.01%
+1,967
1677
$102K ﹤0.01%
3,964
+700
1678
$102K ﹤0.01%
2,633
+2,150
1679
$102K ﹤0.01%
2,063
-200
1680
$102K ﹤0.01%
+8,492
1681
$102K ﹤0.01%
+8,047
1682
$102K ﹤0.01%
+150
1683
$101K ﹤0.01%
6,861
-2,614
1684
$101K ﹤0.01%
1,232
+898
1685
$101K ﹤0.01%
+3,877
1686
$100K ﹤0.01%
5,945
-580
1687
$100K ﹤0.01%
+4,000
1688
$100K ﹤0.01%
1,553
+1,428
1689
$100K ﹤0.01%
2,426
+1,538
1690
$100K ﹤0.01%
318
-4
1691
$100K ﹤0.01%
+27
1692
$99K ﹤0.01%
38,170
+25,000
1693
$99K ﹤0.01%
1,453
+88
1694
$99K ﹤0.01%
621
+463
1695
$99K ﹤0.01%
10,671
+9,866
1696
$98K ﹤0.01%
+8,213
1697
$98K ﹤0.01%
2,503
+2,261
1698
$98K ﹤0.01%
+3,181
1699
$98K ﹤0.01%
180
-15
1700
$98K ﹤0.01%
+2,746
66 67
68
69 70