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
1826
$81K ﹤0.01%
9,611
-604
1827
$81K ﹤0.01%
3,065
+2,108
1828
$81K ﹤0.01%
+2,730
1829
$81K ﹤0.01%
3,017
+1,776
1830
$81K ﹤0.01%
3,179
+2,969
1831
$81K ﹤0.01%
3,596
+795
1832
$80K ﹤0.01%
854
+577
1833
$80K ﹤0.01%
11,395
+11,338
1834
$80K ﹤0.01%
3,184
+1,919
1835
$80K ﹤0.01%
1,350
+1,041
1836
$80K ﹤0.01%
+4,600
1837
$80K ﹤0.01%
50,000
+5,000
1838
$79K ﹤0.01%
424
+303
1839
$79K ﹤0.01%
1,767
+817
1840
$79K ﹤0.01%
+5,526
1841
$79K ﹤0.01%
3,552
+2,655
1842
$79K ﹤0.01%
+2,400
1843
$79K ﹤0.01%
+4,573
1844
$79K ﹤0.01%
1,271
+515
1845
$79K ﹤0.01%
1,289
+1,039
1846
$79K ﹤0.01%
718
+34
1847
$79K ﹤0.01%
+694
1848
$79K ﹤0.01%
5,522
+4,162
1849
$79K ﹤0.01%
+7,400
1850
$79K ﹤0.01%
1,490
+490
72 73
74
75 76