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
2376
$37K ﹤0.01%
716
+447
2377
$37K ﹤0.01%
800
+530
2378
$37K ﹤0.01%
792
+185
2379
$37K ﹤0.01%
+734
2380
$37K ﹤0.01%
2,397
+490
2381
$37K ﹤0.01%
356
+150
2382
$37K ﹤0.01%
318
+231
2383
$37K ﹤0.01%
+1,604
2384
$37K ﹤0.01%
1,945
+1,323
2385
$37K ﹤0.01%
+703
2386
$37K ﹤0.01%
500
2387
$37K ﹤0.01%
423
+257
2388
$37K ﹤0.01%
+2,813
2389
$37K ﹤0.01%
+2,930
2390
$37K ﹤0.01%
1,356
+1,020
2391
$36K ﹤0.01%
6,737
+737
2392
$36K ﹤0.01%
+579
2393
$36K ﹤0.01%
+724
2394
$36K ﹤0.01%
5,751
+5,673
2395
$36K ﹤0.01%
1,861
-2,538
2396
$36K ﹤0.01%
321
+277
2397
$36K ﹤0.01%
+2,424
2398
$36K ﹤0.01%
+1,763
2399
$36K ﹤0.01%
516
+486
2400
$36K ﹤0.01%
1,507
+476