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
3076
$610 ﹤0.01%
6
+3
3077
$601 ﹤0.01%
84
3078
$593 ﹤0.01%
+16
3079
$593 ﹤0.01%
1
-1
3080
$585 ﹤0.01%
140
3081
$581 ﹤0.01%
2,134
+2,001
3082
$580 ﹤0.01%
200
3083
$579 ﹤0.01%
5
-7
3084
$570 ﹤0.01%
18
3085
$568 ﹤0.01%
+11
3086
$568 ﹤0.01%
50
-10
3087
$565 ﹤0.01%
+25
3088
$561 ﹤0.01%
103
3089
$560 ﹤0.01%
30
3090
$559 ﹤0.01%
+147
3091
$552 ﹤0.01%
26
-209
3092
$551 ﹤0.01%
303
3093
$550 ﹤0.01%
115
3094
$548 ﹤0.01%
27
3095
$538 ﹤0.01%
12
3096
$531 ﹤0.01%
102
-1
3097
$529 ﹤0.01%
3
3098
$528 ﹤0.01%
21
3099
$516 ﹤0.01%
16
3100
$514 ﹤0.01%
+22
122 123
124
125 126