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
2101
$55K ﹤0.01%
+1,166
2102
$55K ﹤0.01%
2,407
+1,807
2103
$55K ﹤0.01%
604
+380
2104
$55K ﹤0.01%
1,842
+981
2105
$55K ﹤0.01%
2,200
+1,200
2106
$55K ﹤0.01%
1,435
+735
2107
$55K ﹤0.01%
+1,250
2108
$54K ﹤0.01%
4,263
+2,821
2109
$54K ﹤0.01%
2,248
+2,127
2110
$54K ﹤0.01%
+1,323
2111
$54K ﹤0.01%
466
+437
2112
$54K ﹤0.01%
+631
2113
$54K ﹤0.01%
1,435
+1,380
2114
$54K ﹤0.01%
+775
2115
$54K ﹤0.01%
1,612
+1,235
2116
$54K ﹤0.01%
1,672
-6,048
2117
$54K ﹤0.01%
+272
2118
$54K ﹤0.01%
2,282
+2,015
2119
$53K ﹤0.01%
470
+296
2120
$53K ﹤0.01%
845
+813
2121
$53K ﹤0.01%
1,516
+1,510
2122
$53K ﹤0.01%
1,138
+452
2123
$53K ﹤0.01%
1,243
+1,006
2124
$53K ﹤0.01%
437
+4
2125
$53K ﹤0.01%
1,152
+899
83 84
85
86 87