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
2426
$34K ﹤0.01%
173
+25
2427
$34K ﹤0.01%
241
+51
2428
$34K ﹤0.01%
354
+326
2429
$34K ﹤0.01%
+1,510
2430
$34K ﹤0.01%
636
+92
2431
$34K ﹤0.01%
1,433
+1,371
2432
$34K ﹤0.01%
538
+431
2433
$34K ﹤0.01%
701
+253
2434
$34K ﹤0.01%
780
+710
2435
$34K ﹤0.01%
1,517
+1,475
2436
$34K ﹤0.01%
409
+38
2437
$34K ﹤0.01%
+946
2438
$34K ﹤0.01%
205
-72
2439
$34K ﹤0.01%
+1,800
2440
$34K ﹤0.01%
659
-40
2441
$34K ﹤0.01%
211
+198
2442
$34K ﹤0.01%
1,015
+440
2443
$34K ﹤0.01%
548
2444
$34K ﹤0.01%
+1,471
2445
$34K ﹤0.01%
+2,511
2446
$34K ﹤0.01%
+2,243
2447
$33K ﹤0.01%
2,846
+2,842
2448
$33K ﹤0.01%
+2,139
2449
$33K ﹤0.01%
495
+415
2450
$33K ﹤0.01%
266
+244
96 97
98
99 100