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
176
$3.97M 0.13%
+160,429
177
$3.93M 0.13%
156,539
+109,379
178
$3.89M 0.12%
58,757
+25,032
179
$3.84M 0.12%
45,238
+17,646
180
$3.84M 0.12%
151,446
+15,900
181
$3.84M 0.12%
81,628
+78,232
182
$3.83M 0.12%
49,060
+31,359
183
$3.81M 0.12%
82,300
+19,771
184
$3.8M 0.12%
17,432
+7,987
185
$3.8M 0.12%
31,457
+31,358
186
$3.78M 0.12%
151,965
+34,025
187
$3.77M 0.12%
138,963
+117,580
188
$3.76M 0.12%
65,904
+61,496
189
$3.75M 0.12%
30,462
+26,549
190
$3.74M 0.12%
6,916
+832
191
$3.72M 0.12%
43,795
+34,383
192
$3.71M 0.12%
165,480
+63,495
193
$3.71M 0.12%
149,587
+122,081
194
$3.7M 0.12%
48,666
+34,381
195
$3.68M 0.12%
75,377
+23,546
196
$3.67M 0.12%
127,487
+122,871
197
$3.65M 0.12%
61,553
+35,194
198
$3.64M 0.12%
110,465
+109,435
199
$3.59M 0.11%
96,391
+15,108
200
$3.58M 0.11%
29,785
+19,309
6 7
8
9 10