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
3101
$514 ﹤0.01%
16
3102
$512 ﹤0.01%
88
3103
$512 ﹤0.01%
25
3104
$507 ﹤0.01%
+92
3105
$505 ﹤0.01%
324
3106
$500 ﹤0.01%
100
3107
$494 ﹤0.01%
78
+44
3108
$479 ﹤0.01%
5
3109
$468 ﹤0.01%
+8
3110
$466 ﹤0.01%
30
3111
$461 ﹤0.01%
35
3112
$459 ﹤0.01%
11
3113
$455 ﹤0.01%
+4
3114
$449 ﹤0.01%
206
-822
3115
$449 ﹤0.01%
57
3116
$448 ﹤0.01%
3
-16
3117
$446 ﹤0.01%
12
3118
$442 ﹤0.01%
1,000
3119
$435 ﹤0.01%
+15
3120
$424 ﹤0.01%
16
+12
3121
$420 ﹤0.01%
5
3122
$409 ﹤0.01%
50
-661
3123
$404 ﹤0.01%
75
+2
3124
$398 ﹤0.01%
7,900
3125
$395 ﹤0.01%
19
123 124
125
126 127