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
1951
$67K ﹤0.01%
+2,724
1952
$67K ﹤0.01%
+4,331
1953
$67K ﹤0.01%
877
+677
1954
$67K ﹤0.01%
+3,250
1955
$67K ﹤0.01%
+3,214
1956
$67K ﹤0.01%
10,000
1957
$67K ﹤0.01%
1,017
-2,245
1958
$67K ﹤0.01%
+4,692
1959
$67K ﹤0.01%
+594
1960
$67K ﹤0.01%
2,127
+10
1961
$67K ﹤0.01%
2,945
+1,990
1962
$67K ﹤0.01%
2,345
+344
1963
$66K ﹤0.01%
2,528
+144
1964
$66K ﹤0.01%
1,322
+319
1965
$66K ﹤0.01%
1,578
+145
1966
$66K ﹤0.01%
1,439
+1,413
1967
$66K ﹤0.01%
6,521
+1,847
1968
$66K ﹤0.01%
6,549
+1,716
1969
$66K ﹤0.01%
463
-212
1970
$66K ﹤0.01%
1,598
+1,498
1971
$66K ﹤0.01%
+4,516
1972
$66K ﹤0.01%
1,716
+1,445
1973
$66K ﹤0.01%
412
+88
1974
$66K ﹤0.01%
1,458
+234
1975
$66K ﹤0.01%
648
+617
77 78
79
80 81