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
2226
$45K ﹤0.01%
1,136
+1,036
2227
$45K ﹤0.01%
+2,380
2228
$45K ﹤0.01%
+2,000
2229
$45K ﹤0.01%
512
+312
2230
$45K ﹤0.01%
2,750
+1,725
2231
$45K ﹤0.01%
694
-317
2232
$45K ﹤0.01%
+2,450
2233
$45K ﹤0.01%
1,862
-445
2234
$45K ﹤0.01%
629
+579
2235
$45K ﹤0.01%
714
+6
2236
$45K ﹤0.01%
638
+589
2237
$45K ﹤0.01%
1,320
2238
$45K ﹤0.01%
+4,177
2239
$45K ﹤0.01%
7,560
+3,860
2240
$45K ﹤0.01%
3,110
+1,540
2241
$45K ﹤0.01%
+4,712
2242
$45K ﹤0.01%
1,985
+760
2243
$45K ﹤0.01%
+2,500
2244
$45K ﹤0.01%
726
+426
2245
$44K ﹤0.01%
5,317
+312
2246
$44K ﹤0.01%
2,661
+1,800
2247
$44K ﹤0.01%
+3,165
2248
$44K ﹤0.01%
+1,746
2249
$44K ﹤0.01%
+1,949
2250
$44K ﹤0.01%
2,100
+1,516
88 89
90
91 92