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
2826
$2.07K ﹤0.01%
74
+47
2827
$2.06K ﹤0.01%
125
2828
$2.05K ﹤0.01%
12
2829
$2.04K ﹤0.01%
69
2830
$2.03K ﹤0.01%
218
2831
$2.03K ﹤0.01%
+12
2832
$2.02K ﹤0.01%
68
2833
$2.02K ﹤0.01%
128
+116
2834
$2.02K ﹤0.01%
87
2835
$2.02K ﹤0.01%
60
2836
$2.01K ﹤0.01%
36
-15
2837
$2K ﹤0.01%
90
2838
$2K ﹤0.01%
155
2839
$1.98K ﹤0.01%
10
-2
2840
$1.97K ﹤0.01%
105
+65
2841
$1.96K ﹤0.01%
335
2842
$1.96K ﹤0.01%
90
2843
$1.96K ﹤0.01%
30
2844
$1.95K ﹤0.01%
92
-8
2845
$1.95K ﹤0.01%
39
2846
$1.95K ﹤0.01%
60
2847
$1.93K ﹤0.01%
115
2848
$1.93K ﹤0.01%
262
2849
$1.93K ﹤0.01%
206
2850
$1.91K ﹤0.01%
378
-1,633
112 113
114
115 116