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
2726
$2.8K ﹤0.01%
386
+313
2727
$2.79K ﹤0.01%
37
2728
$2.79K ﹤0.01%
100
2729
$2.76K ﹤0.01%
19
2730
$2.76K ﹤0.01%
115
-529
2731
$2.74K ﹤0.01%
395
2732
$2.73K ﹤0.01%
80
2733
$2.73K ﹤0.01%
22
2734
$2.73K ﹤0.01%
182
2735
$2.72K ﹤0.01%
36
2736
$2.72K ﹤0.01%
135
2737
$2.72K ﹤0.01%
21
-7,603
2738
$2.71K ﹤0.01%
50
+38
2739
$2.71K ﹤0.01%
53
2740
$2.7K ﹤0.01%
97
2741
$2.69K ﹤0.01%
59
-5
2742
$2.69K ﹤0.01%
+150
2743
$2.68K ﹤0.01%
45
2744
$2.68K ﹤0.01%
45
-59
2745
$2.65K ﹤0.01%
183
-9,833
2746
$2.64K ﹤0.01%
108
-200
2747
$2.64K ﹤0.01%
72
-3,773
2748
$2.63K ﹤0.01%
112
2749
$2.63K ﹤0.01%
35
2750
$2.62K ﹤0.01%
212
+6
108 109
110
111 112