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
2476
$5.34K ﹤0.01%
35
+20
2477
$5.32K ﹤0.01%
94
+29
2478
$5.31K ﹤0.01%
+112
2479
$5.31K ﹤0.01%
200
-1,617
2480
$5.29K ﹤0.01%
205
+71
2481
$5.29K ﹤0.01%
16
-117
2482
$5.27K ﹤0.01%
+2,850
2483
$5.27K ﹤0.01%
300
2484
$5.26K ﹤0.01%
48
2485
$5.23K ﹤0.01%
209
-173
2486
$5.23K ﹤0.01%
+501
2487
$5.23K ﹤0.01%
200
2488
$5.21K ﹤0.01%
216
2489
$5.21K ﹤0.01%
222
+2
2490
$5.18K ﹤0.01%
24
-2
2491
$5.14K ﹤0.01%
575
-489
2492
$5.13K ﹤0.01%
170
2493
$5.11K ﹤0.01%
239
+22
2494
$5.1K ﹤0.01%
207
-225
2495
$5.09K ﹤0.01%
321
+251
2496
$5.06K ﹤0.01%
400
2497
$5.04K ﹤0.01%
39
-21
2498
$5.03K ﹤0.01%
136
+40
2499
$5.01K ﹤0.01%
241
2500
$4.96K ﹤0.01%
82
-1,323
98 99
100
101 102