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
251
$1.84M 0.08%
37,635
-727
252
$1.84M 0.08%
17,566
-4,391
253
$1.84M 0.08%
49,867
-3,396
254
$1.84M 0.08%
100,062
+22,920
255
$1.84M 0.08%
11,174
-2,111
256
$1.84M 0.08%
3,601
-6,899
257
$1.83M 0.08%
84,899
+25,475
258
$1.82M 0.08%
36,051
-9,004
259
$1.81M 0.08%
19,528
-3,942
260
$1.81M 0.08%
12,877
+1,429
261
$1.79M 0.08%
37,252
+27,998
262
$1.78M 0.08%
19,805
+19,744
263
$1.78M 0.08%
30,902
-259
264
$1.77M 0.08%
24,034
-4,018
265
$1.75M 0.08%
77,758
+1,904
266
$1.75M 0.08%
40,128
-2,374
267
$1.75M 0.08%
46,743
+8,289
268
$1.74M 0.08%
17,012
-8,006
269
$1.73M 0.08%
65,463
+7,076
270
$1.73M 0.08%
16,328
+3,678
271
$1.73M 0.08%
15,003
+592
272
$1.72M 0.08%
44,206
+3,391
273
$1.71M 0.08%
+59,673
274
$1.71M 0.08%
52,521
+13
275
$1.7M 0.08%
6,396
-384
9 10
11
12 13