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
2201
$48K ﹤0.01%
+2,100
2202
$48K ﹤0.01%
651
-3,229
2203
$48K ﹤0.01%
1,335
+181
2204
$48K ﹤0.01%
1,278
+1,277
2205
$47K ﹤0.01%
1,666
-1,034
2206
$47K ﹤0.01%
3,600
+3,525
2207
$47K ﹤0.01%
1,056
+236
2208
$47K ﹤0.01%
1,535
+1,325
2209
$47K ﹤0.01%
1,184
+860
2210
$47K ﹤0.01%
1,785
+507
2211
$47K ﹤0.01%
790
+650
2212
$47K ﹤0.01%
974
+817
2213
$47K ﹤0.01%
1,638
+943
2214
$47K ﹤0.01%
4,157
+1,662
2215
$46K ﹤0.01%
+1,450
2216
$46K ﹤0.01%
+3,175
2217
$46K ﹤0.01%
817
+696
2218
$46K ﹤0.01%
+63
2219
$46K ﹤0.01%
686
+636
2220
$46K ﹤0.01%
+4,036
2221
$46K ﹤0.01%
609
+393
2222
$46K ﹤0.01%
+1,325
2223
$45K ﹤0.01%
+2,970
2224
$45K ﹤0.01%
753
+717
2225
$45K ﹤0.01%
767
+380
87 88
89
90 91