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
2326
$39K ﹤0.01%
497
+329
2327
$39K ﹤0.01%
435
+354
2328
$39K ﹤0.01%
1,185
+1,157
2329
$39K ﹤0.01%
329
-121
2330
$39K ﹤0.01%
+1,577
2331
$39K ﹤0.01%
745
-486
2332
$39K ﹤0.01%
+1,670
2333
$39K ﹤0.01%
1,570
+230
2334
$39K ﹤0.01%
2,003
+1,991
2335
$39K ﹤0.01%
1,081
+1,080
2336
$39K ﹤0.01%
169
+43
2337
$39K ﹤0.01%
1,807
+582
2338
$39K ﹤0.01%
511
+22
2339
$39K ﹤0.01%
1,585
-395
2340
$39K ﹤0.01%
704
+76
2341
$39K ﹤0.01%
+960
2342
$39K ﹤0.01%
2,300
2343
$39K ﹤0.01%
668
+484
2344
$39K ﹤0.01%
2,588
+2,500
2345
$38K ﹤0.01%
+600
2346
$38K ﹤0.01%
+4,000
2347
$38K ﹤0.01%
+6,098
2348
$38K ﹤0.01%
710
+643
2349
$38K ﹤0.01%
641
+201
2350
$38K ﹤0.01%
+2,026
92 93
94
95 96