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
1726
$93K ﹤0.01%
4,135
+2,771
1727
$93K ﹤0.01%
740
+363
1728
$93K ﹤0.01%
3,915
+3,067
1729
$93K ﹤0.01%
+4,846
1730
$93K ﹤0.01%
1,486
+376
1731
$93K ﹤0.01%
1,368
+797
1732
$93K ﹤0.01%
1,466
+678
1733
$92K ﹤0.01%
1,000
+809
1734
$92K ﹤0.01%
2,158
+1,004
1735
$92K ﹤0.01%
3,367
+543
1736
$92K ﹤0.01%
1,181
+411
1737
$92K ﹤0.01%
723
-19,824
1738
$92K ﹤0.01%
1,239
+409
1739
$92K ﹤0.01%
+2,788
1740
$92K ﹤0.01%
1,428
+526
1741
$92K ﹤0.01%
4,547
+3,227
1742
$92K ﹤0.01%
+4,139
1743
$91K ﹤0.01%
+11,004
1744
$91K ﹤0.01%
720
+386
1745
$91K ﹤0.01%
+7,500
1746
$91K ﹤0.01%
1,600
+1,251
1747
$91K ﹤0.01%
2,558
1748
$91K ﹤0.01%
947
+533
1749
$91K ﹤0.01%
3,543
+3,490
1750
$91K ﹤0.01%
1,238
+38
68 69
70
71 72