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
2601
$3.9K ﹤0.01%
82
-56
2602
$3.89K ﹤0.01%
87
-87
2603
$3.89K ﹤0.01%
352
+313
2604
$3.89K ﹤0.01%
30
-217
2605
$3.88K ﹤0.01%
+435
2606
$3.84K ﹤0.01%
234
-310
2607
$3.84K ﹤0.01%
2,000
2608
$3.83K ﹤0.01%
875
2609
$3.81K ﹤0.01%
102
+82
2610
$3.79K ﹤0.01%
+800
2611
$3.79K ﹤0.01%
133
+3
2612
$3.78K ﹤0.01%
414
2613
$3.78K ﹤0.01%
35
-259
2614
$3.78K ﹤0.01%
200
2615
$3.78K ﹤0.01%
22
-4
2616
$3.77K ﹤0.01%
406
-408
2617
$3.74K ﹤0.01%
121
2618
$3.73K ﹤0.01%
1,500
2619
$3.73K ﹤0.01%
60
2620
$3.72K ﹤0.01%
80
2621
$3.71K ﹤0.01%
272
-194
2622
$3.7K ﹤0.01%
159
+25
2623
$3.69K ﹤0.01%
394
+19
2624
$3.69K ﹤0.01%
+166
2625
$3.66K ﹤0.01%
45
103 104
105
106 107