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
3126
$394 ﹤0.01%
50
+43
3127
$392 ﹤0.01%
10
3128
$391 ﹤0.01%
+15
3129
$388 ﹤0.01%
19
3130
$382 ﹤0.01%
200
3131
$372 ﹤0.01%
200
3132
$371 ﹤0.01%
20
3133
$366 ﹤0.01%
52
-65
3134
$365 ﹤0.01%
+8
3135
$364 ﹤0.01%
9
-16
3136
$363 ﹤0.01%
2
-4
3137
$360 ﹤0.01%
4
3138
$359 ﹤0.01%
100
3139
$356 ﹤0.01%
+15
3140
$353 ﹤0.01%
26
3141
$348 ﹤0.01%
+6
3142
$342 ﹤0.01%
259
3143
$336 ﹤0.01%
12
3144
$333 ﹤0.01%
5
3145
$329 ﹤0.01%
12
3146
– –
0
3147
$319 ﹤0.01%
270
3148
$311 ﹤0.01%
13
-61
3149
$309 ﹤0.01%
182
3150
$306 ﹤0.01%
10
124 125
126
127 128