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
2526
$4.67K ﹤0.01%
65
2527
$4.67K ﹤0.01%
300
2528
$4.67K ﹤0.01%
48
2529
$4.65K ﹤0.01%
123
2530
$4.65K ﹤0.01%
105
+90
2531
$4.64K ﹤0.01%
350
2532
$4.64K ﹤0.01%
52
2533
$4.63K ﹤0.01%
3,928
+135
2534
$4.63K ﹤0.01%
336
-60
2535
$4.63K ﹤0.01%
87
+23
2536
$4.62K ﹤0.01%
643
-1,500
2537
$4.62K ﹤0.01%
121
+49
2538
$4.59K ﹤0.01%
153
-8
2539
$4.58K ﹤0.01%
123
2540
$4.57K ﹤0.01%
167
+21
2541
$4.57K ﹤0.01%
459
+228
2542
$4.57K ﹤0.01%
+550
2543
$4.55K ﹤0.01%
118
-109
2544
$4.54K ﹤0.01%
+500
2545
$4.54K ﹤0.01%
750
-1,101
2546
$4.53K ﹤0.01%
1,735
2547
$4.52K ﹤0.01%
600
-217
2548
$4.52K ﹤0.01%
90
2549
$4.5K ﹤0.01%
95
+46
2550
$4.49K ﹤0.01%
17
-61
100 101
102
103 104