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
151
$4.63M 0.15%
49,384
+27,190
152
$4.58M 0.15%
31,705
+15,840
153
$4.55M 0.15%
61,820
+5,591
154
$4.52M 0.14%
+70,316
155
$4.47M 0.14%
93,688
+49,789
156
$4.44M 0.14%
246,099
+148,689
157
$4.43M 0.14%
96,761
+22,012
158
$4.39M 0.14%
216,786
+178,778
159
$4.34M 0.14%
48,125
+23,166
160
$4.33M 0.14%
35,199
+7,682
161
$4.3M 0.14%
99,707
+36,701
162
$4.29M 0.14%
87,337
+61,086
163
$4.23M 0.14%
37,372
+16,754
164
$4.23M 0.14%
111,935
+64,804
165
$4.2M 0.13%
139,159
+45,025
166
$4.2M 0.13%
85,915
-12,677
167
$4.19M 0.13%
108,635
+76,532
168
$4.1M 0.13%
51,471
+2,488
169
$4.09M 0.13%
127,499
+119,977
170
$4.08M 0.13%
164,040
+125,196
171
$4.06M 0.13%
36,345
-16,319
172
$4.05M 0.13%
132,924
+37,505
173
$4.01M 0.13%
135,119
+59,691
174
$3.99M 0.13%
33,053
+4,759
175
$3.99M 0.13%
21,888
+13,767
5 6
7
8 9