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
1801
$86K ﹤0.01%
1,445
+163
1802
$85K ﹤0.01%
+3,050
1803
$85K ﹤0.01%
2,079
+1,803
1804
$85K ﹤0.01%
1,279
-47,409
1805
$85K ﹤0.01%
+3,377
1806
$84K ﹤0.01%
4,332
+3,414
1807
$84K ﹤0.01%
1,358
+584
1808
$84K ﹤0.01%
3,706
+2,453
1809
$84K ﹤0.01%
765
+546
1810
$84K ﹤0.01%
+3,426
1811
$84K ﹤0.01%
+987
1812
$83K ﹤0.01%
1,980
+806
1813
$83K ﹤0.01%
1,702
+1,352
1814
$83K ﹤0.01%
743
+197
1815
$83K ﹤0.01%
2,430
+1,228
1816
$82K ﹤0.01%
1,856
+484
1817
$82K ﹤0.01%
5,685
-1,565
1818
$82K ﹤0.01%
4,665
+2,085
1819
$82K ﹤0.01%
+2,859
1820
$82K ﹤0.01%
8,678
+8,458
1821
$82K ﹤0.01%
+1,720
1822
$82K ﹤0.01%
1,403
+1,386
1823
$82K ﹤0.01%
+4,900
1824
$81K ﹤0.01%
742
+697
1825
$81K ﹤0.01%
1,414
+1,348
71 72
73
74 75