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
1901
$73K ﹤0.01%
+1,384
1902
$73K ﹤0.01%
+2,453
1903
$73K ﹤0.01%
+920
1904
$72K ﹤0.01%
+1,000
1905
$72K ﹤0.01%
1,594
+1,432
1906
$72K ﹤0.01%
3,662
+2,612
1907
$72K ﹤0.01%
+1,444
1908
$72K ﹤0.01%
2,610
-100
1909
$72K ﹤0.01%
400
+267
1910
$72K ﹤0.01%
+3,301
1911
$72K ﹤0.01%
498
+289
1912
$72K ﹤0.01%
+2,815
1913
$71K ﹤0.01%
2,095
+1,785
1914
$71K ﹤0.01%
2,235
+1,835
1915
$71K ﹤0.01%
176
+75
1916
$71K ﹤0.01%
+1,172
1917
$71K ﹤0.01%
2,225
+2,194
1918
$71K ﹤0.01%
+5,482
1919
$71K ﹤0.01%
1,533
-131
1920
$71K ﹤0.01%
+1,685
1921
$71K ﹤0.01%
2,286
+1,959
1922
$71K ﹤0.01%
549
+534
1923
$70K ﹤0.01%
+7,943
1924
$70K ﹤0.01%
+1,400
1925
$70K ﹤0.01%
1,198
-2,162
75 76
77
78 79