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
2076
$56K ﹤0.01%
+1,794
2077
$56K ﹤0.01%
+377
2078
$56K ﹤0.01%
1,547
-552
2079
$56K ﹤0.01%
1,494
+1,409
2080
$56K ﹤0.01%
+2,232
2081
$56K ﹤0.01%
+830
2082
$56K ﹤0.01%
1,681
+719
2083
$56K ﹤0.01%
237
+110
2084
$56K ﹤0.01%
15,040
+14,740
2085
$56K ﹤0.01%
1,078
+387
2086
$56K ﹤0.01%
677
+59
2087
$56K ﹤0.01%
+1,103
2088
$56K ﹤0.01%
+1,884
2089
$56K ﹤0.01%
+3,985
2090
$56K ﹤0.01%
+83
2091
$56K ﹤0.01%
1,920
+969
2092
$56K ﹤0.01%
790
+667
2093
$56K ﹤0.01%
1,025
+912
2094
$56K ﹤0.01%
+150
2095
$55K ﹤0.01%
+787
2096
$55K ﹤0.01%
+3,667
2097
$55K ﹤0.01%
4,228
+2,672
2098
$55K ﹤0.01%
804
-15,674
2099
$55K ﹤0.01%
1,526
+1,490
2100
$55K ﹤0.01%
1,034
+635
82 83
84
85 86