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
1926
$70K ﹤0.01%
2,064
+1,897
1927
$70K ﹤0.01%
+4,098
1928
$70K ﹤0.01%
2,846
+1,126
1929
$70K ﹤0.01%
2,661
+751
1930
$69K ﹤0.01%
511
+322
1931
$69K ﹤0.01%
4,449
+3,198
1932
$69K ﹤0.01%
656
+264
1933
$69K ﹤0.01%
+5,593
1934
$69K ﹤0.01%
+1,000
1935
$69K ﹤0.01%
2,211
+127
1936
$69K ﹤0.01%
1,087
+720
1937
$69K ﹤0.01%
+9,225
1938
$69K ﹤0.01%
5,018
+1,584
1939
$69K ﹤0.01%
2,645
+2,191
1940
$69K ﹤0.01%
+15,750
1941
$69K ﹤0.01%
3,432
-303
1942
$68K ﹤0.01%
+972
1943
$68K ﹤0.01%
+1,061
1944
$68K ﹤0.01%
1,221
+524
1945
$68K ﹤0.01%
+1,079
1946
$68K ﹤0.01%
2,241
+1,500
1947
$68K ﹤0.01%
4,398
+3,159
1948
$67K ﹤0.01%
695
+80
1949
$67K ﹤0.01%
+550
1950
$67K ﹤0.01%
1,370
-1,430
76 77
78
79 80