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
2151
$52K ﹤0.01%
3,239
+2,990
2152
$52K ﹤0.01%
+7,200
2153
$52K ﹤0.01%
+1,609
2154
$52K ﹤0.01%
82
+68
2155
$52K ﹤0.01%
2,111
+377
2156
$51K ﹤0.01%
717
+217
2157
$51K ﹤0.01%
2,046
+431
2158
$51K ﹤0.01%
1,443
+406
2159
$51K ﹤0.01%
+1,672
2160
$51K ﹤0.01%
1,000
+998
2161
$51K ﹤0.01%
782
+606
2162
$51K ﹤0.01%
971
+108
2163
$51K ﹤0.01%
+716
2164
$51K ﹤0.01%
1,405
+492
2165
$51K ﹤0.01%
4,526
+4,191
2166
$51K ﹤0.01%
+2,499
2167
$51K ﹤0.01%
2,402
+2,384
2168
$51K ﹤0.01%
2,052
+288
2169
$51K ﹤0.01%
1
2170
$50K ﹤0.01%
+1,230
2171
$50K ﹤0.01%
1,414
+1,278
2172
$50K ﹤0.01%
+1,100
2173
$50K ﹤0.01%
75
2174
$50K ﹤0.01%
3,135
+1,033
2175
$50K ﹤0.01%
+915
85 86
87
88 89