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
2801
$2.23K ﹤0.01%
148
2802
$2.23K ﹤0.01%
50
2803
$2.22K ﹤0.01%
312
2804
$2.21K ﹤0.01%
107
2805
$2.2K ﹤0.01%
24
2806
$2.19K ﹤0.01%
230
2807
$2.19K ﹤0.01%
+100
2808
$2.17K ﹤0.01%
145
2809
$2.17K ﹤0.01%
142
2810
$2.17K ﹤0.01%
94
-6
2811
$2.16K ﹤0.01%
13
2812
$2.16K ﹤0.01%
640
-900
2813
$2.15K ﹤0.01%
164
+15
2814
$2.15K ﹤0.01%
32
2815
$2.13K ﹤0.01%
198
2816
$2.13K ﹤0.01%
500
2817
$2.13K ﹤0.01%
+21
2818
$2.13K ﹤0.01%
59
2819
$2.12K ﹤0.01%
189
-9
2820
$2.12K ﹤0.01%
40
2821
$2.11K ﹤0.01%
1,000
2822
$2.11K ﹤0.01%
+40
2823
$2.1K ﹤0.01%
119
-32
2824
$2.1K ﹤0.01%
130
+49
2825
$2.1K ﹤0.01%
44
111 112
113
114 115