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
1851
$79K ﹤0.01%
+1,300
1852
$79K ﹤0.01%
8,200
+3,200
1853
$79K ﹤0.01%
20,607
+10,115
1854
$79K ﹤0.01%
1,112
-242
1855
$79K ﹤0.01%
27,412
1856
$78K ﹤0.01%
1,150
-936
1857
$78K ﹤0.01%
1,560
+1,421
1858
$78K ﹤0.01%
519
+384
1859
$78K ﹤0.01%
1,586
+301
1860
$78K ﹤0.01%
1,030
+832
1861
$78K ﹤0.01%
1,007
+902
1862
$78K ﹤0.01%
1,576
+469
1863
$78K ﹤0.01%
2,062
+496
1864
$78K ﹤0.01%
+6,530
1865
$78K ﹤0.01%
2,561
+1,856
1866
$78K ﹤0.01%
+1,600
1867
$77K ﹤0.01%
3,855
1868
$77K ﹤0.01%
2,447
+436
1869
$77K ﹤0.01%
+1,861
1870
$77K ﹤0.01%
1,868
+1,825
1871
$77K ﹤0.01%
+9,667
1872
$77K ﹤0.01%
+416
1873
$77K ﹤0.01%
3,840
+3,422
1874
$77K ﹤0.01%
+6,562
1875
$77K ﹤0.01%
3,216
73 74
75
76 77