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
276
$1.7M 0.08%
65,078
-14,226
277
$1.69M 0.08%
22,509
-1,753
278
$1.68M 0.08%
23,251
+7,230
279
$1.68M 0.08%
7,617
-368
280
$1.66M 0.07%
17,421
+6,444
281
$1.64M 0.07%
73,023
+290
282
$1.64M 0.07%
3,208
-4,520
283
$1.64M 0.07%
4,476
-50
284
$1.63M 0.07%
67,090
+25,513
285
$1.63M 0.07%
39,928
-2,423
286
$1.62M 0.07%
6,259
-2,611
287
$1.61M 0.07%
36,046
-10,966
288
$1.6M 0.07%
7,256
+2,798
289
$1.59M 0.07%
14,349
-728
290
$1.59M 0.07%
16,427
+3,357
291
$1.57M 0.07%
80,119
+8,169
292
$1.57M 0.07%
5,760
-9,045
293
$1.57M 0.07%
41,883
+1,764
294
$1.57M 0.07%
4,029
-2,774
295
$1.56M 0.07%
22,995
-1,226
296
$1.55M 0.07%
23,954
+9,624
297
$1.52M 0.07%
89,480
+5,998
298
$1.49M 0.07%
26,108
+14,647
299
$1.48M 0.07%
10,581
+1,903
300
$1.47M 0.07%
33,672
+2,468
10 11
12
13 14