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
2001
$63K ﹤0.01%
+2,500
2002
$62K ﹤0.01%
364
+327
2003
$62K ﹤0.01%
+1,309
2004
$62K ﹤0.01%
526
+91
2005
$62K ﹤0.01%
1,789
+264
2006
$61K ﹤0.01%
372
+238
2007
$61K ﹤0.01%
2,416
2008
$61K ﹤0.01%
1,306
+689
2009
$61K ﹤0.01%
660
+1
2010
$61K ﹤0.01%
+1,775
2011
$61K ﹤0.01%
+3,300
2012
$61K ﹤0.01%
244
+234
2013
$61K ﹤0.01%
1,413
+768
2014
$61K ﹤0.01%
1,776
+486
2015
$61K ﹤0.01%
1,984
+1,884
2016
$61K ﹤0.01%
1,512
+1,414
2017
$61K ﹤0.01%
4,942
+3,637
2018
$60K ﹤0.01%
1,600
+1,210
2019
$60K ﹤0.01%
+4,433
2020
$60K ﹤0.01%
400
+171
2021
$60K ﹤0.01%
1,787
+1,722
2022
$60K ﹤0.01%
1,952
+1,887
2023
$60K ﹤0.01%
1,284
+789
2024
$60K ﹤0.01%
1,222
+301
2025
$60K ﹤0.01%
+4,845
79 80
81
82 83