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
1876
$76K ﹤0.01%
580
+90
1877
$76K ﹤0.01%
8,524
+747
1878
$76K ﹤0.01%
+326
1879
$76K ﹤0.01%
+2,174
1880
$76K ﹤0.01%
585
+581
1881
$76K ﹤0.01%
475
+437
1882
$75K ﹤0.01%
2,531
+2,188
1883
$75K ﹤0.01%
+13,363
1884
$75K ﹤0.01%
1,437
-1,541
1885
$75K ﹤0.01%
2,688
+216
1886
$75K ﹤0.01%
+60
1887
$75K ﹤0.01%
+1,304
1888
$75K ﹤0.01%
1,657
+197
1889
$75K ﹤0.01%
+2,960
1890
$74K ﹤0.01%
1,627
+1,126
1891
$74K ﹤0.01%
3,719
+2,219
1892
$74K ﹤0.01%
818
+747
1893
$74K ﹤0.01%
+1,160
1894
$74K ﹤0.01%
+4,007
1895
$74K ﹤0.01%
+5,506
1896
$74K ﹤0.01%
1,226
+208
1897
$74K ﹤0.01%
373
-162
1898
$74K ﹤0.01%
123
+37
1899
$73K ﹤0.01%
1,026
+1,024
1900
$73K ﹤0.01%
2,605
+2,345
74 75
76
77 78