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
2051
$59K ﹤0.01%
524
-370
2052
$58K ﹤0.01%
+4,474
2053
$58K ﹤0.01%
939
-8,736
2054
$58K ﹤0.01%
573
+408
2055
$58K ﹤0.01%
889
+663
2056
$58K ﹤0.01%
1,970
+1,239
2057
$58K ﹤0.01%
2,105
+327
2058
$58K ﹤0.01%
315
+57
2059
$58K ﹤0.01%
+1,513
2060
$58K ﹤0.01%
1,548
+843
2061
$58K ﹤0.01%
893
+405
2062
$58K ﹤0.01%
+12,696
2063
$58K ﹤0.01%
1,255
+655
2064
$57K ﹤0.01%
+1,220
2065
$57K ﹤0.01%
1,982
-2,835
2066
$57K ﹤0.01%
648
-629
2067
$57K ﹤0.01%
1,161
+911
2068
$57K ﹤0.01%
+6,500
2069
$57K ﹤0.01%
1,147
+342
2070
$57K ﹤0.01%
1,117
-647
2071
$57K ﹤0.01%
1,312
+1,077
2072
$57K ﹤0.01%
+3,551
2073
$57K ﹤0.01%
+1,754
2074
$57K ﹤0.01%
+1,869
2075
$57K ﹤0.01%
+7,084
81 82
83
84 85