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
2851
$1.89K ﹤0.01%
51
-463
2852
$1.89K ﹤0.01%
90
-20
2853
$1.88K ﹤0.01%
10
-269
2854
$1.86K ﹤0.01%
112
-154
2855
$1.85K ﹤0.01%
3
+2
2856
$1.85K ﹤0.01%
40
2857
$1.84K ﹤0.01%
225
-1,000
2858
$1.84K ﹤0.01%
+60
2859
$1.83K ﹤0.01%
300
2860
$1.83K ﹤0.01%
191
-399
2861
$1.83K ﹤0.01%
+64
2862
$1.83K ﹤0.01%
16
2863
$1.82K ﹤0.01%
66
2864
$1.8K ﹤0.01%
91
2865
$1.78K ﹤0.01%
188
2866
$1.78K ﹤0.01%
56
+39
2867
$1.77K ﹤0.01%
150
2868
$1.76K ﹤0.01%
50
2869
$1.76K ﹤0.01%
300
+100
2870
$1.75K ﹤0.01%
112
-11
2871
$1.75K ﹤0.01%
242
2872
$1.74K ﹤0.01%
17
2873
$1.73K ﹤0.01%
438
2874
$1.71K ﹤0.01%
+81
2875
$1.71K ﹤0.01%
43
113 114
115
116 117