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
201
$3.57M 0.11%
144,611
+139,180
202
$3.56M 0.11%
41,224
+31,264
203
$3.56M 0.11%
133,479
+48,377
204
$3.55M 0.11%
24,573
+2,481
205
$3.54M 0.11%
142,651
+78,234
206
$3.53M 0.11%
139,609
+62,914
207
$3.53M 0.11%
34,580
+33,176
208
$3.51M 0.11%
99,280
+34,887
209
$3.5M 0.11%
45,309
+16,417
210
$3.48M 0.11%
13,308
+4,764
211
$3.48M 0.11%
189,486
+100,233
212
$3.46M 0.11%
+122,059
213
$3.44M 0.11%
28,549
+23,303
214
$3.44M 0.11%
43,856
+15,862
215
$3.41M 0.11%
72,640
+13,446
216
$3.41M 0.11%
227,904
-414,708
217
$3.39M 0.11%
+131,402
218
$3.37M 0.11%
78,672
-26,615
219
$3.35M 0.11%
45,695
+37,739
220
$3.34M 0.11%
28,954
-5,637
221
$3.33M 0.11%
54,731
+25,394
222
$3.32M 0.11%
131,427
+105,528
223
$3.27M 0.1%
116,512
+110,078
224
$3.27M 0.1%
42,657
+20,492
225
$3.27M 0.1%
73,350
+56,379
7 8
9
10 11