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
2351
$38K ﹤0.01%
216
+190
2352
$38K ﹤0.01%
+3,700
2353
$38K ﹤0.01%
+1,287
2354
$38K ﹤0.01%
229
+220
2355
$38K ﹤0.01%
+4,555
2356
$38K ﹤0.01%
+1,612
2357
$38K ﹤0.01%
+1,531
2358
$38K ﹤0.01%
+3,980
2359
$38K ﹤0.01%
1,606
-378
2360
$38K ﹤0.01%
+1,437
2361
$38K ﹤0.01%
+100
2362
$38K ﹤0.01%
1,209
+1,174
2363
$38K ﹤0.01%
2,644
-156
2364
$38K ﹤0.01%
1,209
+212
2365
$38K ﹤0.01%
2,069
+574
2366
$38K ﹤0.01%
40
+37
2367
$38K ﹤0.01%
+1,252
2368
$38K ﹤0.01%
1,452
2369
$37K ﹤0.01%
439
+234
2370
$37K ﹤0.01%
1,927
+1,776
2371
$37K ﹤0.01%
798
+737
2372
$37K ﹤0.01%
+3,225
2373
$37K ﹤0.01%
+2,094
2374
$37K ﹤0.01%
+1,700
2375
$37K ﹤0.01%
610
+433
93 94
95
96 97