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
2251
$44K ﹤0.01%
485
2252
$44K ﹤0.01%
467
+436
2253
$44K ﹤0.01%
+2,000
2254
$44K ﹤0.01%
1,984
+1,532
2255
$44K ﹤0.01%
+172
2256
$44K ﹤0.01%
+603
2257
$44K ﹤0.01%
+650
2258
$44K ﹤0.01%
908
-95
2259
$44K ﹤0.01%
+1,327
2260
$44K ﹤0.01%
711
-1,480
2261
$44K ﹤0.01%
2,365
+136
2262
$44K ﹤0.01%
2,241
+2,179
2263
$43K ﹤0.01%
+3,750
2264
$43K ﹤0.01%
2,100
2265
$43K ﹤0.01%
902
+840
2266
$43K ﹤0.01%
+1,360
2267
$43K ﹤0.01%
+3,842
2268
$43K ﹤0.01%
+2,135
2269
$43K ﹤0.01%
+2
2270
$43K ﹤0.01%
+1,070
2271
$43K ﹤0.01%
+1,143
2272
$43K ﹤0.01%
340
-102
2273
$43K ﹤0.01%
+1,574
2274
$43K ﹤0.01%
+1,052
2275
$43K ﹤0.01%
679
+525
89 90
91
92 93