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
1751
$91K ﹤0.01%
2,454
+408
1752
$91K ﹤0.01%
3,967
+2,950
1753
$90K ﹤0.01%
431
+392
1754
$90K ﹤0.01%
+7,265
1755
$90K ﹤0.01%
303
+87
1756
$90K ﹤0.01%
1,516
+604
1757
$90K ﹤0.01%
+4,619
1758
$90K ﹤0.01%
+1,407
1759
$90K ﹤0.01%
+3,257
1760
$90K ﹤0.01%
1,348
+1,148
1761
$89K ﹤0.01%
981
+94
1762
$89K ﹤0.01%
2,536
-198
1763
$89K ﹤0.01%
323
+60
1764
$89K ﹤0.01%
1,770
+1,277
1765
$89K ﹤0.01%
14,863
+13,197
1766
$89K ﹤0.01%
3,042
-4,140
1767
$89K ﹤0.01%
3,095
-2,359
1768
$89K ﹤0.01%
2,213
+525
1769
$89K ﹤0.01%
1,727
+220
1770
$89K ﹤0.01%
493
+222
1771
$88K ﹤0.01%
+3,806
1772
$88K ﹤0.01%
1,680
+592
1773
$88K ﹤0.01%
2,398
+1,598
1774
$88K ﹤0.01%
+7,600
1775
$88K ﹤0.01%
2,082
+1,741
69 70
71
72 73