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
2701
$2.98K ﹤0.01%
45
+12
2702
$2.98K ﹤0.01%
244
+106
2703
$2.97K ﹤0.01%
20
2704
$2.97K ﹤0.01%
30
2705
$2.96K ﹤0.01%
87
2706
$2.94K ﹤0.01%
7,000
2707
$2.93K ﹤0.01%
32
-3
2708
$2.91K ﹤0.01%
25
2709
$2.9K ﹤0.01%
596
-23
2710
$2.88K ﹤0.01%
69
2711
$2.88K ﹤0.01%
39
2712
$2.88K ﹤0.01%
93
2713
$2.86K ﹤0.01%
23
2714
$2.85K ﹤0.01%
37
2715
$2.85K ﹤0.01%
17
-45
2716
$2.84K ﹤0.01%
39
2717
$2.83K ﹤0.01%
60
2718
$2.83K ﹤0.01%
10,492
2719
$2.83K ﹤0.01%
41
2720
$2.83K ﹤0.01%
100
-413
2721
$2.83K ﹤0.01%
126
-389
2722
$2.82K ﹤0.01%
41
2723
$2.81K ﹤0.01%
33
2724
$2.8K ﹤0.01%
47
-10
2725
$2.8K ﹤0.01%
200
107 108
109
110 111