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
3051
$762 ﹤0.01%
100
3052
$761 ﹤0.01%
56
-21
3053
$760 ﹤0.01%
50
3054
$759 ﹤0.01%
33
3055
$757 ﹤0.01%
23
3056
$754 ﹤0.01%
36
3057
$736 ﹤0.01%
37
+7
3058
$729 ﹤0.01%
4
3059
$729 ﹤0.01%
36
-200
3060
$712 ﹤0.01%
8
+7
3061
$711 ﹤0.01%
233
-3,500
3062
$704 ﹤0.01%
75
+39
3063
$692 ﹤0.01%
86
3064
$681 ﹤0.01%
47
3065
$671 ﹤0.01%
100
3066
$671 ﹤0.01%
24
3067
$665 ﹤0.01%
34
3068
$664 ﹤0.01%
1,600
-50
3069
$663 ﹤0.01%
243
3070
$660 ﹤0.01%
1,000
3071
$648 ﹤0.01%
+15
3072
$640 ﹤0.01%
400
-400
3073
$638 ﹤0.01%
100
3074
$622 ﹤0.01%
20
+17
3075
$613 ﹤0.01%
515
121 122
123
124 125