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
3176
$228 ﹤0.01%
10
3177
$227 ﹤0.01%
50
3178
$225 ﹤0.01%
10
+1
3179
$223 ﹤0.01%
+79
3180
$222 ﹤0.01%
10
3181
$221 ﹤0.01%
19
3182
$220 ﹤0.01%
17
3183
$219 ﹤0.01%
49
3184
– –
0
3185
$217 ﹤0.01%
32
3186
$216 ﹤0.01%
30
3187
$207 ﹤0.01%
103
+100
3188
$206 ﹤0.01%
15
3189
$206 ﹤0.01%
200
3190
$204 ﹤0.01%
24
-200
3191
$202 ﹤0.01%
100
+60
3192
$199 ﹤0.01%
21
-12,536
3193
$199 ﹤0.01%
3
3194
$196 ﹤0.01%
7
3195
$195 ﹤0.01%
100
3196
$195 ﹤0.01%
10
3197
$194 ﹤0.01%
8
3198
$192 ﹤0.01%
+6
3199
$192 ﹤0.01%
15
+7
3200
$182 ﹤0.01%
63
-166
126 127
128
129 130