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
2676
$3.24K ﹤0.01%
100
-400
2677
$3.24K ﹤0.01%
500
2678
$3.21K ﹤0.01%
+290
2679
$3.19K ﹤0.01%
55
2680
$3.15K ﹤0.01%
170
2681
$3.14K ﹤0.01%
1,175
-350
2682
$3.13K ﹤0.01%
296
-3,544
2683
$3.12K ﹤0.01%
2,974
+2,860
2684
$3.11K ﹤0.01%
28
2685
$3.09K ﹤0.01%
192
2686
$3.08K ﹤0.01%
279
+41
2687
$3.08K ﹤0.01%
214
-1,286
2688
$3.06K ﹤0.01%
+100
2689
$3.06K ﹤0.01%
39
+19
2690
$3.05K ﹤0.01%
+364
2691
$3.05K ﹤0.01%
100
2692
$3.05K ﹤0.01%
30
-13
2693
$3.03K ﹤0.01%
91
2694
$3.03K ﹤0.01%
40
-11
2695
$3.02K ﹤0.01%
135
2696
$3.02K ﹤0.01%
314
2697
$3K ﹤0.01%
+60
2698
$2.99K ﹤0.01%
156
+17
2699
$2.98K ﹤0.01%
100
2700
$2.98K ﹤0.01%
22
-20
106 107
108
109 110