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
2401
$36K ﹤0.01%
+2,347
2402
$36K ﹤0.01%
917
+222
2403
$36K ﹤0.01%
326
+85
2404
$36K ﹤0.01%
+364
2405
$36K ﹤0.01%
309
+296
2406
$36K ﹤0.01%
761
+577
2407
$35K ﹤0.01%
1,775
+1,250
2408
$35K ﹤0.01%
460
+409
2409
$35K ﹤0.01%
+720
2410
$35K ﹤0.01%
736
+237
2411
$35K ﹤0.01%
876
+187
2412
$35K ﹤0.01%
+1,327
2413
$35K ﹤0.01%
1,122
+842
2414
$35K ﹤0.01%
3,786
+590
2415
$35K ﹤0.01%
+1,500
2416
$35K ﹤0.01%
469
+367
2417
$35K ﹤0.01%
+697
2418
$35K ﹤0.01%
1,365
+790
2419
$35K ﹤0.01%
587
+198
2420
$35K ﹤0.01%
612
+201
2421
$35K ﹤0.01%
+321
2422
$35K ﹤0.01%
+1,095
2423
$35K ﹤0.01%
502
2424
$35K ﹤0.01%
902
+424
2425
$35K ﹤0.01%
+798