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
2626
$3.65K ﹤0.01%
77
2627
$3.65K ﹤0.01%
39
-4
2628
$3.65K ﹤0.01%
81
2629
$3.64K ﹤0.01%
100
2630
$3.64K ﹤0.01%
124
2631
$3.63K ﹤0.01%
96
2632
$3.63K ﹤0.01%
130
2633
$3.62K ﹤0.01%
850
2634
$3.6K ﹤0.01%
31
-10
2635
$3.6K ﹤0.01%
+31
2636
$3.59K ﹤0.01%
27
2637
$3.58K ﹤0.01%
200
2638
$3.56K ﹤0.01%
400
2639
$3.55K ﹤0.01%
65
2640
$3.54K ﹤0.01%
480
-445
2641
$3.54K ﹤0.01%
140
2642
$3.52K ﹤0.01%
+315
2643
$3.49K ﹤0.01%
+108
2644
$3.47K ﹤0.01%
326
+6
2645
$3.46K ﹤0.01%
400
2646
$3.46K ﹤0.01%
38
+13
2647
$3.46K ﹤0.01%
172
2648
$3.45K ﹤0.01%
25
-119
2649
$3.45K ﹤0.01%
533
2650
$3.44K ﹤0.01%
1,000
104 105
106
107 108