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
2501
$4.92K ﹤0.01%
75
-18
2502
$4.91K ﹤0.01%
64
2503
$4.91K ﹤0.01%
25
+17
2504
$4.9K ﹤0.01%
485
2505
$4.9K ﹤0.01%
171
2506
$4.89K ﹤0.01%
168
-874
2507
$4.88K ﹤0.01%
282
-611
2508
$4.87K ﹤0.01%
204
-509
2509
$4.86K ﹤0.01%
1,055
2510
$4.85K ﹤0.01%
485
+143
2511
$4.85K ﹤0.01%
300
-23
2512
$4.83K ﹤0.01%
77
2513
$4.82K ﹤0.01%
469
2514
$4.8K ﹤0.01%
344
-330
2515
$4.79K ﹤0.01%
110
2516
$4.79K ﹤0.01%
180
-58
2517
$4.76K ﹤0.01%
350
2518
$4.75K ﹤0.01%
374
-583
2519
$4.75K ﹤0.01%
52
-17
2520
$4.74K ﹤0.01%
39
-184
2521
$4.73K ﹤0.01%
119
-100
2522
$4.7K ﹤0.01%
300
2523
$4.69K ﹤0.01%
+136
2524
$4.69K ﹤0.01%
+188
2525
$4.68K ﹤0.01%
59
99 100
101
102 103