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
2926
$1.38K ﹤0.01%
44
2927
$1.38K ﹤0.01%
49
2928
$1.38K ﹤0.01%
26
2929
$1.37K ﹤0.01%
+33
2930
$1.37K ﹤0.01%
43
+1
2931
$1.35K ﹤0.01%
110
2932
$1.35K ﹤0.01%
53
2933
$1.35K ﹤0.01%
300
2934
$1.34K ﹤0.01%
2,200
+2,000
2935
$1.33K ﹤0.01%
64
-20
2936
$1.33K ﹤0.01%
8
-4
2937
$1.32K ﹤0.01%
322
-1,008
2938
$1.31K ﹤0.01%
47
-23
2939
$1.29K ﹤0.01%
30
-315
2940
$1.29K ﹤0.01%
95
2941
$1.29K ﹤0.01%
1,000
2942
$1.27K ﹤0.01%
295
2943
$1.27K ﹤0.01%
90
-20
2944
$1.27K ﹤0.01%
8
2945
$1.27K ﹤0.01%
104
-1,800
2946
$1.27K ﹤0.01%
287
2947
$1.26K ﹤0.01%
53
2948
$1.26K ﹤0.01%
100
2949
$1.25K ﹤0.01%
75
2950
$1.25K ﹤0.01%
184
116 117
118
119 120