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
2976
$1.14K ﹤0.01%
100
2977
$1.13K ﹤0.01%
33
2978
$1.12K ﹤0.01%
75
-15
2979
$1.12K ﹤0.01%
3
-15
2980
$1.11K ﹤0.01%
500
2981
$1.1K ﹤0.01%
44
2982
$1.1K ﹤0.01%
38
2983
$1.09K ﹤0.01%
142
2984
$1.09K ﹤0.01%
36
2985
$1.07K ﹤0.01%
13
-11
2986
$1.07K ﹤0.01%
+10
2987
$1.06K ﹤0.01%
+62
2988
$1.06K ﹤0.01%
405
2989
$1.03K ﹤0.01%
417
2990
$1.03K ﹤0.01%
62
-150
2991
$1.03K ﹤0.01%
45
-11
2992
$1.02K ﹤0.01%
16
2993
$1.02K ﹤0.01%
330
2994
$1.01K ﹤0.01%
36
-149
2995
$1.01K ﹤0.01%
+14
2996
$999 ﹤0.01%
135
2997
$999 ﹤0.01%
100
2998
$998 ﹤0.01%
100
2999
$989 ﹤0.01%
100
-1,550
3000
$983 ﹤0.01%
8
-109
118 119
120
121 122