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
2126
$53K ﹤0.01%
+3,300
2127
$53K ﹤0.01%
841
+441
2128
$53K ﹤0.01%
+690
2129
$53K ﹤0.01%
+540
2130
$53K ﹤0.01%
2,073
+1,406
2131
$53K ﹤0.01%
1,045
+245
2132
$53K ﹤0.01%
905
2133
$53K ﹤0.01%
+1,051
2134
$53K ﹤0.01%
31,981
+31,429
2135
$53K ﹤0.01%
+923
2136
$53K ﹤0.01%
2,027
+1,500
2137
$52K ﹤0.01%
879
+733
2138
$52K ﹤0.01%
6,033
+2,151
2139
$52K ﹤0.01%
1,727
+1,694
2140
$52K ﹤0.01%
2,500
+1,250
2141
$52K ﹤0.01%
433
+411
2142
$52K ﹤0.01%
720
+651
2143
$52K ﹤0.01%
1,983
+862
2144
$52K ﹤0.01%
2,000
2145
$52K ﹤0.01%
642
+559
2146
$52K ﹤0.01%
+1,021
2147
$52K ﹤0.01%
2,144
2148
$52K ﹤0.01%
+3,186
2149
$52K ﹤0.01%
742
+676
2150
$52K ﹤0.01%
3,790
+1,040
84 85
86
87 88