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
2751
$2.62K ﹤0.01%
35
2752
$2.62K ﹤0.01%
28
2753
$2.61K ﹤0.01%
196
-46
2754
$2.6K ﹤0.01%
73
2755
$2.6K ﹤0.01%
212
-56
2756
$2.59K ﹤0.01%
91
-5,009
2757
$2.58K ﹤0.01%
400
2758
$2.58K ﹤0.01%
25
2759
$2.58K ﹤0.01%
125
+41
2760
$2.56K ﹤0.01%
1,807
-4,654
2761
$2.55K ﹤0.01%
190
2762
$2.55K ﹤0.01%
+62
2763
$2.55K ﹤0.01%
118
-195
2764
$2.53K ﹤0.01%
151
+1
2765
$2.52K ﹤0.01%
93
-2,300
2766
$2.5K ﹤0.01%
260
2767
$2.49K ﹤0.01%
200
-27
2768
$2.49K ﹤0.01%
+427
2769
$2.49K ﹤0.01%
171
2770
$2.47K ﹤0.01%
+95
2771
$2.46K ﹤0.01%
143
-946
2772
$2.46K ﹤0.01%
600
2773
$2.45K ﹤0.01%
70
2774
$2.43K ﹤0.01%
185
2775
$2.41K ﹤0.01%
165
109 110
111
112 113