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
2451
$33K ﹤0.01%
+617
2452
$33K ﹤0.01%
375
2453
$33K ﹤0.01%
+2,307
2454
$33K ﹤0.01%
594
+445
2455
$33K ﹤0.01%
297
+270
2456
$33K ﹤0.01%
1,033
+945
2457
$33K ﹤0.01%
+1,490
2458
$33K ﹤0.01%
+4,597
2459
$33K ﹤0.01%
54
+47
2460
$33K ﹤0.01%
+288
2461
$33K ﹤0.01%
1,289
+344
2462
$33K ﹤0.01%
+1,067
2463
$33K ﹤0.01%
521
+362
2464
$33K ﹤0.01%
827
+376
2465
$33K ﹤0.01%
750
-23
2466
$33K ﹤0.01%
+300
2467
$33K ﹤0.01%
+272
2468
$33K ﹤0.01%
+3,100
2469
$33K ﹤0.01%
760
+727
2470
$33K ﹤0.01%
408
+5
2471
$33K ﹤0.01%
+1,273
2472
$33K ﹤0.01%
+1,665
2473
$33K ﹤0.01%
+1,109
2474
$33K ﹤0.01%
214
-218
2475
$33K ﹤0.01%
+440
97 98
99
100 101