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
2776
$2.4K ﹤0.01%
249
-6
2777
$2.38K ﹤0.01%
300
2778
$2.37K ﹤0.01%
159
2779
$2.37K ﹤0.01%
29
-112
2780
$2.36K ﹤0.01%
33
-1
2781
$2.35K ﹤0.01%
60
2782
$2.33K ﹤0.01%
75
2783
$2.32K ﹤0.01%
13
2784
$2.31K ﹤0.01%
16
2785
$2.31K ﹤0.01%
147
2786
$2.31K ﹤0.01%
128
2787
$2.31K ﹤0.01%
60
2788
$2.3K ﹤0.01%
29
-5
2789
$2.3K ﹤0.01%
50
-375
2790
$2.29K ﹤0.01%
500
-200
2791
$2.29K ﹤0.01%
84
+13
2792
$2.28K ﹤0.01%
1,000
2793
$2.27K ﹤0.01%
43
2794
$2.26K ﹤0.01%
+53
2795
$2.26K ﹤0.01%
92
2796
$2.26K ﹤0.01%
83
2797
$2.26K ﹤0.01%
68
-2,189
2798
$2.24K ﹤0.01%
59
2799
$2.24K ﹤0.01%
37
-2,805
2800
$2.23K ﹤0.01%
60
110 111
112
113 114