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
2951
$1.22K ﹤0.01%
33
-41
2952
$1.22K ﹤0.01%
55
2953
$1.22K ﹤0.01%
176
2954
$1.22K ﹤0.01%
73
-8
2955
$1.21K ﹤0.01%
54
-30
2956
$1.21K ﹤0.01%
+48
2957
$1.19K ﹤0.01%
250
2958
$1.19K ﹤0.01%
4
2959
$1.19K ﹤0.01%
59
2960
$1.18K ﹤0.01%
60
2961
$1.18K ﹤0.01%
247
-299
2962
$1.18K ﹤0.01%
48
2963
$1.17K ﹤0.01%
17
-45
2964
$1.17K ﹤0.01%
60
+1
2965
– –
0
2966
$1.17K ﹤0.01%
162
2967
$1.16K ﹤0.01%
53
2968
$1.16K ﹤0.01%
+593
2969
$1.16K ﹤0.01%
28
2970
$1.15K ﹤0.01%
33,943
-2,266
2971
$1.15K ﹤0.01%
10
-344
2972
$1.15K ﹤0.01%
+171
2973
$1.14K ﹤0.01%
35
-63
2974
$1.14K ﹤0.01%
56
2975
$1.14K ﹤0.01%
48
117 118
119
120 121