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
2876
$1.7K ﹤0.01%
276
-40
2877
$1.7K ﹤0.01%
65
2878
$1.69K ﹤0.01%
+53
2879
$1.68K ﹤0.01%
300
2880
$1.68K ﹤0.01%
136
2881
$1.67K ﹤0.01%
34
+10
2882
$1.66K ﹤0.01%
195
+109
2883
$1.66K ﹤0.01%
12
-18
2884
$1.63K ﹤0.01%
95
2885
$1.62K ﹤0.01%
57
-139
2886
$1.62K ﹤0.01%
22
2887
$1.62K ﹤0.01%
119
2888
$1.62K ﹤0.01%
49
2889
$1.61K ﹤0.01%
26
2890
$1.61K ﹤0.01%
59
-2,938
2891
$1.59K ﹤0.01%
75
2892
$1.58K ﹤0.01%
73
2893
$1.58K ﹤0.01%
200
2894
$1.58K ﹤0.01%
125
2895
$1.56K ﹤0.01%
200
-6
2896
$1.56K ﹤0.01%
38
2897
$1.54K ﹤0.01%
31
-1
2898
$1.54K ﹤0.01%
300
-1,700
2899
$1.53K ﹤0.01%
39
-36
2900
$1.53K ﹤0.01%
40
114 115
116
117 118