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
$2.22B
AUM Growth
-$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,632
New
Increased
Reduced
Closed

Top Buys

1
+$18.6M
2
+$14.5M
3
+$7.17M
4
XOM icon
Exxon Mobil
XOM
+$6.94M
5
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$4.96M

Top Sells

1
+$10.6M
2
+$10.1M
3
+$7.95M
4
XJUN icon
FT Vest US Equity Enhance & Moderate Buffer ETF June
XJUN
+$5.53M
5
UUP icon
Invesco DB US Dollar Index Bullish Fund
UUP
+$4.06M

Sector Composition

1 Technology 6.92%
2 Financials 3.96%
3 Consumer Discretionary 3.27%
4 Healthcare 2.97%
5 Industrials 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.06M 0.09%
15,965
-7,755
227
$2.04M 0.09%
106,391
+3,576
228
$2.04M 0.09%
8,108
+207
229
$2.02M 0.09%
31,447
-28,616
230
$2.02M 0.09%
19,620
-2,690
231
$1.98M 0.09%
13,650
+440
232
$1.98M 0.09%
68,347
+2,677
233
$1.97M 0.09%
18,224
+8,809
234
$1.97M 0.09%
9,200
+298
235
$1.96M 0.09%
28,689
+2,449
236
$1.95M 0.09%
16,243
-608
237
$1.94M 0.09%
20,298
+838
238
$1.93M 0.09%
43,015
+6,475
239
$1.92M 0.09%
66,961
-6,575
240
$1.92M 0.09%
12,987
+1,635
241
$1.91M 0.09%
16,909
-475
242
$1.9M 0.09%
57,351
-11,409
243
$1.9M 0.09%
68,510
+16,348
244
$1.89M 0.08%
20,681
+699
245
$1.89M 0.08%
17,574
+364
246
$1.88M 0.08%
56,742
+21,060
247
$1.87M 0.08%
39,245
+6,309
248
$1.87M 0.08%
25,143
-3,537
249
$1.86M 0.08%
19,727
-26,892
250
$1.84M 0.08%
31,766
+5,513
8 9
10
11 12