IA

IFP Advisors Portfolio holdings

AUM $3.52B
1-Year Est. Return 15.89%
This Quarter Est. Return
1 Year Est. Return
+15.89%
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 3.07%
5 Healthcare 2.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$79.8M 2.55%
5,450,400
+5,297,180
2
$68.7M 2.2%
735,971
+370,470
3
$38.6M 1.24%
1,765,011
+1,177,965
4
$30.7M 0.98%
267,313
+232,966
5
$28.5M 0.91%
636,746
+570,710
6
$26.1M 0.84%
256,837
+166,156
7
$25.5M 0.82%
120,171
+52,127
8
$23.4M 0.75%
115,857
-10,213
9
$23.2M 0.74%
1,074,892
+341,185
10
$22.5M 0.72%
129,072
-73,403
11
$22.5M 0.72%
447,013
+294,453
12
$22.1M 0.71%
267,978
+56,365
13
$21.7M 0.69%
1,135,924
+461,540
14
$20.6M 0.66%
348,541
+313,249
15
$20.4M 0.65%
101,631
+74,400
16
$20M 0.64%
239,915
+174,906
17
$19.8M 0.63%
611,319
+227,970
18
$19.8M 0.63%
215,953
+207,447
19
$19.7M 0.63%
809,554
+171,730
20
$19.3M 0.62%
230,799
+165,438
21
$17.4M 0.56%
159,502
+125,297
22
$17.3M 0.55%
688,718
+183,885
23
$17.2M 0.55%
190,781
+136,663
24
$16.4M 0.53%
519,348
+443,970
25
$16.3M 0.52%
143,054
+136,635
1
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