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
2576
$4.19K ﹤0.01%
707
-115
2577
$4.18K ﹤0.01%
500
2578
$4.18K ﹤0.01%
880
2579
$4.18K ﹤0.01%
2,223
2580
$4.17K ﹤0.01%
7
-3
2581
$4.17K ﹤0.01%
200
2582
$4.17K ﹤0.01%
+1,004
2583
$4.16K ﹤0.01%
42
+19
2584
$4.14K ﹤0.01%
329
+162
2585
$4.14K ﹤0.01%
12
2586
$4.13K ﹤0.01%
96
+81
2587
$4.12K ﹤0.01%
+1,150
2588
$4.11K ﹤0.01%
34
2589
$4.11K ﹤0.01%
134
2590
$4.09K ﹤0.01%
59
+41
2591
$4.08K ﹤0.01%
32
-19
2592
$4.08K ﹤0.01%
52
-14
2593
$4.04K ﹤0.01%
154
2594
$4.02K ﹤0.01%
366
2595
$4K ﹤0.01%
5,000
-1,000
2596
$3.98K ﹤0.01%
166
-284
2597
$3.94K ﹤0.01%
+106
2598
$3.94K ﹤0.01%
59
-150
2599
$3.93K ﹤0.01%
99
-932
2600
$3.93K ﹤0.01%
46
-44
102 103
104
105 106