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
3026
$866 ﹤0.01%
19
3027
$861 ﹤0.01%
+300
3028
$860 ﹤0.01%
75
3029
$858 ﹤0.01%
325
+65
3030
$855 ﹤0.01%
+33
3031
$855 ﹤0.01%
23
3032
$851 ﹤0.01%
+17
3033
$850 ﹤0.01%
80
3034
$849 ﹤0.01%
29
3035
$843 ﹤0.01%
52
3036
$842 ﹤0.01%
+200
3037
$819 ﹤0.01%
25
3038
$816 ﹤0.01%
11
3039
$814 ﹤0.01%
30
3040
$811 ﹤0.01%
8
-1
3041
$799 ﹤0.01%
127
3042
$783 ﹤0.01%
150
3043
$782 ﹤0.01%
40
3044
$780 ﹤0.01%
37
+1
3045
$778 ﹤0.01%
17
3046
$776 ﹤0.01%
106
3047
$774 ﹤0.01%
36
-36
3048
– –
0
3049
– –
0
3050
$768 ﹤0.01%
11
120 121
122
123 124