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
2301
$41K ﹤0.01%
484
-1,399
2302
$41K ﹤0.01%
1,600
+1,100
2303
$41K ﹤0.01%
+1,440
2304
$41K ﹤0.01%
+633
2305
$41K ﹤0.01%
1,368
+146
2306
$41K ﹤0.01%
+1,216
2307
$41K ﹤0.01%
1,559
+439
2308
$41K ﹤0.01%
+1,671
2309
$40K ﹤0.01%
+724
2310
$40K ﹤0.01%
1,463
+1,456
2311
$40K ﹤0.01%
175
+105
2312
$40K ﹤0.01%
+822
2313
$40K ﹤0.01%
+4,429
2314
$40K ﹤0.01%
434
+362
2315
$40K ﹤0.01%
606
+327
2316
$40K ﹤0.01%
214
+191
2317
$40K ﹤0.01%
+1,399
2318
$40K ﹤0.01%
466
+363
2319
$40K ﹤0.01%
1,426
+203
2320
$40K ﹤0.01%
+1,487
2321
$40K ﹤0.01%
58
+37
2322
$40K ﹤0.01%
+4,000
2323
$40K ﹤0.01%
+356
2324
$40K ﹤0.01%
+2,149
2325
$40K ﹤0.01%
1,604
-5,128
91 92
93
94 95