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
3151
$302 ﹤0.01%
114
3152
$302 ﹤0.01%
+7
3153
$302 ﹤0.01%
7
3154
$297 ﹤0.01%
110
3155
$297 ﹤0.01%
5
-98
3156
$294 ﹤0.01%
165
3157
$294 ﹤0.01%
+24
3158
$292 ﹤0.01%
63
3159
$287 ﹤0.01%
120
3160
$280 ﹤0.01%
140
3161
$279 ﹤0.01%
19
-1,200
3162
$279 ﹤0.01%
+271
3163
$273 ﹤0.01%
3
-21
3164
$269 ﹤0.01%
44
3165
$260 ﹤0.01%
12
3166
$260 ﹤0.01%
9
3167
$247 ﹤0.01%
+11
3168
$245 ﹤0.01%
+71
3169
$244 ﹤0.01%
70
+6
3170
$237 ﹤0.01%
69
3171
$235 ﹤0.01%
24
3172
$235 ﹤0.01%
100
3173
$235 ﹤0.01%
3
3174
$230 ﹤0.01%
50
-250
3175
$229 ﹤0.01%
19
125 126
127
128 129