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
1701
$97K ﹤0.01%
1,245
+1,005
1702
$97K ﹤0.01%
723
+719
1703
$97K ﹤0.01%
3,512
+3,494
1704
$97K ﹤0.01%
4,219
+3,870
1705
$96K ﹤0.01%
3,026
+2,551
1706
$96K ﹤0.01%
1,014
-22
1707
$96K ﹤0.01%
985
-424
1708
$96K ﹤0.01%
2,272
+1,841
1709
$96K ﹤0.01%
3,465
+3,039
1710
$96K ﹤0.01%
+214,000
1711
$96K ﹤0.01%
2,207
+1,134
1712
$96K ﹤0.01%
+3,864
1713
$95K ﹤0.01%
+3,280
1714
$95K ﹤0.01%
+7,229
1715
$95K ﹤0.01%
2,355
+9
1716
$95K ﹤0.01%
+4,700
1717
$95K ﹤0.01%
863
+826
1718
$95K ﹤0.01%
1,992
+1,673
1719
$95K ﹤0.01%
+4,331
1720
$94K ﹤0.01%
3,601
+631
1721
$94K ﹤0.01%
9,823
+992
1722
$94K ﹤0.01%
+1,855
1723
$94K ﹤0.01%
2,068
1724
$94K ﹤0.01%
321
+291
1725
$94K ﹤0.01%
5,296
+4,696
67 68
69
70 71