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
301
$1.47M 0.07%
29,059
+17,908
302
$1.47M 0.07%
22,757
+3,465
303
$1.47M 0.07%
11,602
+448
304
$1.46M 0.07%
31,551
+26,296
305
$1.46M 0.07%
3,916
+1,198
306
$1.45M 0.07%
2,990
+1,546
307
$1.43M 0.06%
9,438
-347
308
$1.43M 0.06%
6,078
+1,169
309
$1.41M 0.06%
60,632
+12,828
310
$1.38M 0.06%
58,091
-2,428
311
$1.38M 0.06%
3,647
-1,007
312
$1.37M 0.06%
3,119
+175
313
$1.37M 0.06%
38,555
-3,952
314
$1.37M 0.06%
18,841
+3,630
315
$1.37M 0.06%
23,603
+2,416
316
$1.36M 0.06%
24,253
+6,056
317
$1.35M 0.06%
17,686
-76
318
$1.35M 0.06%
56,367
+4,695
319
$1.35M 0.06%
17,745
-887
320
$1.34M 0.06%
28,172
+8,245
321
$1.34M 0.06%
62,466
-84,336
322
$1.34M 0.06%
58,238
+5,923
323
$1.33M 0.06%
89,237
-44,184
324
$1.33M 0.06%
13,515
-632
325
$1.32M 0.06%
28,226
+248
11 12
13
14 15