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
1776
$88K ﹤0.01%
1,813
+1,803
1777
$88K ﹤0.01%
348
-109
1778
$87K ﹤0.01%
1,578
+181
1779
$87K ﹤0.01%
4,469
1780
$87K ﹤0.01%
3,036
+1,012
1781
$87K ﹤0.01%
+7,729
1782
$87K ﹤0.01%
25,000
1783
$87K ﹤0.01%
+6,633
1784
$87K ﹤0.01%
2,170
+1,356
1785
$87K ﹤0.01%
+5,500
1786
$87K ﹤0.01%
593
-160
1787
$86K ﹤0.01%
3,406
+888
1788
$86K ﹤0.01%
+3,078
1789
$86K ﹤0.01%
+3,151
1790
$86K ﹤0.01%
+807
1791
$86K ﹤0.01%
+7,188
1792
$86K ﹤0.01%
4,857
+2,346
1793
$86K ﹤0.01%
2,594
+2,356
1794
$86K ﹤0.01%
+3,600
1795
$86K ﹤0.01%
9,538
+8,075
1796
$86K ﹤0.01%
4,405
+2,140
1797
$86K ﹤0.01%
911
+748
1798
$86K ﹤0.01%
733
-3,359
1799
$86K ﹤0.01%
1,158
+1,046
1800
$86K ﹤0.01%
+2,001
70 71
72
73 74