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
1976
$65K ﹤0.01%
1,912
+1,012
1977
$65K ﹤0.01%
13,011
+1,511
1978
$65K ﹤0.01%
3,274
+3,228
1979
$65K ﹤0.01%
1,435
-1,499
1980
$65K ﹤0.01%
3,706
+2,236
1981
$65K ﹤0.01%
1,005
+574
1982
$65K ﹤0.01%
5,989
+2,749
1983
$65K ﹤0.01%
+869
1984
$64K ﹤0.01%
1,351
+596
1985
$64K ﹤0.01%
+1,037
1986
$64K ﹤0.01%
1,253
+1,130
1987
$64K ﹤0.01%
854
+222
1988
$64K ﹤0.01%
+1,254
1989
$64K ﹤0.01%
1,381
+195
1990
$64K ﹤0.01%
756
+616
1991
$64K ﹤0.01%
1,977
+1,418
1992
$64K ﹤0.01%
1,771
+1,568
1993
$64K ﹤0.01%
1,850
1994
$64K ﹤0.01%
2,146
+1,996
1995
$64K ﹤0.01%
2,102
+1,623
1996
$64K ﹤0.01%
+1,141
1997
$63K ﹤0.01%
1,653
+725
1998
$63K ﹤0.01%
2,600
+2,500
1999
$63K ﹤0.01%
2,110
+153
2000
$63K ﹤0.01%
4,030
+565
78 79
80
81 82