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
2551
$4.49K ﹤0.01%
+200
2552
$4.47K ﹤0.01%
300
2553
$4.46K ﹤0.01%
210
+199
2554
$4.44K ﹤0.01%
259
-51
2555
$4.43K ﹤0.01%
26
-82
2556
$4.39K ﹤0.01%
+173
2557
$4.38K ﹤0.01%
+455
2558
$4.38K ﹤0.01%
47
+7
2559
$4.37K ﹤0.01%
+182
2560
$4.37K ﹤0.01%
97
2561
$4.36K ﹤0.01%
+2,000
2562
$4.36K ﹤0.01%
39
2563
$4.34K ﹤0.01%
1,709
2564
$4.33K ﹤0.01%
600
-900
2565
$4.33K ﹤0.01%
28
2566
$4.32K ﹤0.01%
+315
2567
$4.29K ﹤0.01%
500
2568
$4.26K ﹤0.01%
278
2569
$4.26K ﹤0.01%
495
2570
$4.23K ﹤0.01%
256
+49
2571
$4.22K ﹤0.01%
+200
2572
$4.22K ﹤0.01%
50
2573
$4.21K ﹤0.01%
183
+33
2574
$4.2K ﹤0.01%
47
+8
2575
$4.19K ﹤0.01%
110
101 102
103
104 105