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
2276
$43K ﹤0.01%
334
+178
2277
$42K ﹤0.01%
+667
2278
$42K ﹤0.01%
1,276
+276
2279
$42K ﹤0.01%
500
2280
$42K ﹤0.01%
3,491
+3,404
2281
$42K ﹤0.01%
408
-89
2282
$42K ﹤0.01%
+2,224
2283
$42K ﹤0.01%
872
+671
2284
$42K ﹤0.01%
2,964
+2,203
2285
$42K ﹤0.01%
6,884
+6,678
2286
$42K ﹤0.01%
182
+181
2287
$42K ﹤0.01%
2,201
+131
2288
$42K ﹤0.01%
385
+335
2289
$42K ﹤0.01%
+5,000
2290
$42K ﹤0.01%
+1,321
2291
$42K ﹤0.01%
518
+74
2292
$42K ﹤0.01%
1,240
+110
2293
$42K ﹤0.01%
1,727
+221
2294
$42K ﹤0.01%
+4,019
2295
$42K ﹤0.01%
809
-4,232
2296
$42K ﹤0.01%
2,104
+491
2297
$41K ﹤0.01%
+1,800
2298
$41K ﹤0.01%
+1,745
2299
$41K ﹤0.01%
+2,320
2300
$41K ﹤0.01%
805
+511
90 91
92
93 94