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
3001
$983 ﹤0.01%
28
-18
3002
$982 ﹤0.01%
50
3003
$970 ﹤0.01%
68
+46
3004
$970 ﹤0.01%
160
-1,600
3005
$969 ﹤0.01%
32
-2
3006
$953 ﹤0.01%
39
-7
3007
$953 ﹤0.01%
72
3008
$949 ﹤0.01%
53
3009
$948 ﹤0.01%
30
+21
3010
$938 ﹤0.01%
+22
3011
$932 ﹤0.01%
45
-2,903
3012
$931 ﹤0.01%
19
-137
3013
$924 ﹤0.01%
23
3014
$919 ﹤0.01%
14
-6
3015
$919 ﹤0.01%
75
3016
$911 ﹤0.01%
264
+12
3017
$906 ﹤0.01%
75
3018
$902 ﹤0.01%
123
3019
$897 ﹤0.01%
313
3020
$896 ﹤0.01%
10
-203
3021
$892 ﹤0.01%
+32
3022
$892 ﹤0.01%
175
-3,675
3023
$878 ﹤0.01%
63
3024
$871 ﹤0.01%
206
3025
$870 ﹤0.01%
+33
119 120
121
122 123