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
3201
$181 ﹤0.01%
119
3202
$177 ﹤0.01%
25
3203
$155 ﹤0.01%
9
-1,588
3204
$148 ﹤0.01%
11
3205
$147 ﹤0.01%
10
3206
$147 ﹤0.01%
30
3207
$146 ﹤0.01%
9
-2,074
3208
$140 ﹤0.01%
2,000
3209
$139 ﹤0.01%
6
-55
3210
$131 ﹤0.01%
32
3211
$127 ﹤0.01%
25
-610
3212
$124 ﹤0.01%
5
-8
3213
$120 ﹤0.01%
8
-911
3214
$116 ﹤0.01%
18
3215
$114 ﹤0.01%
2
3216
$108 ﹤0.01%
100
3217
$95 ﹤0.01%
105
+102
3218
$94 ﹤0.01%
30
3219
$94 ﹤0.01%
160
-4,000
3220
$91 ﹤0.01%
2
-139
3221
$90 ﹤0.01%
50
3222
$86 ﹤0.01%
68
3223
$85 ﹤0.01%
18
3224
$84 ﹤0.01%
32
3225
$83 ﹤0.01%
13
127 128
129
130 131