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
2651
$3.44K ﹤0.01%
1,520
2652
$3.43K ﹤0.01%
+47
2653
$3.42K ﹤0.01%
51
-165
2654
$3.42K ﹤0.01%
165
2655
$3.4K ﹤0.01%
167
+12
2656
$3.4K ﹤0.01%
720
2657
$3.4K ﹤0.01%
140
2658
$3.39K ﹤0.01%
27
+8
2659
$3.38K ﹤0.01%
50
2660
$3.38K ﹤0.01%
361
+161
2661
$3.38K ﹤0.01%
181
2662
$3.38K ﹤0.01%
503
2663
$3.37K ﹤0.01%
91
2664
$3.35K ﹤0.01%
300
-50
2665
$3.34K ﹤0.01%
150
-124
2666
$3.34K ﹤0.01%
222
2667
$3.33K ﹤0.01%
19
2668
$3.33K ﹤0.01%
500
2669
$3.31K ﹤0.01%
+678
2670
$3.31K ﹤0.01%
220
2671
$3.3K ﹤0.01%
72
-2,883
2672
$3.3K ﹤0.01%
2,000
2673
$3.3K ﹤0.01%
500
2674
$3.3K ﹤0.01%
337
2675
$3.27K ﹤0.01%
620
-34
105 106
107
108 109