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
2901
$1.52K ﹤0.01%
100
2902
$1.52K ﹤0.01%
317
2903
$1.52K ﹤0.01%
59
2904
$1.52K ﹤0.01%
43
+31
2905
$1.51K ﹤0.01%
36
-270
2906
$1.5K ﹤0.01%
102
2907
$1.5K ﹤0.01%
5,000
2908
$1.5K ﹤0.01%
103
+64
2909
$1.5K ﹤0.01%
60
-34
2910
$1.49K ﹤0.01%
30
-3,080
2911
$1.49K ﹤0.01%
15
-21
2912
$1.49K ﹤0.01%
217
+30
2913
$1.48K ﹤0.01%
28
-1
2914
$1.48K ﹤0.01%
254
+187
2915
$1.47K ﹤0.01%
15
+5
2916
$1.47K ﹤0.01%
80
2917
$1.46K ﹤0.01%
700
2918
$1.46K ﹤0.01%
195
2919
$1.45K ﹤0.01%
154
-901
2920
$1.45K ﹤0.01%
+25
2921
$1.43K ﹤0.01%
18
-10
2922
$1.43K ﹤0.01%
34
-10
2923
$1.42K ﹤0.01%
557
-992
2924
$1.41K ﹤0.01%
14
2925
$1.4K ﹤0.01%
100
115 116
117
118 119