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
3226
$82 ﹤0.01%
+25
3227
$76 ﹤0.01%
10
3228
$64 ﹤0.01%
+1
3229
$56 ﹤0.01%
11
3230
$56 ﹤0.01%
+2
3231
$55 ﹤0.01%
10
3232
$54 ﹤0.01%
20
3233
$50 ﹤0.01%
3
3234
$50 ﹤0.01%
2
3235
$47 ﹤0.01%
+1
3236
$45 ﹤0.01%
19
+18
3237
$42 ﹤0.01%
+50
3238
$39 ﹤0.01%
1
3239
$39 ﹤0.01%
+13
3240
$37 ﹤0.01%
10
3241
$36 ﹤0.01%
608
-35,151
3242
$35 ﹤0.01%
24
3243
$35 ﹤0.01%
+3
3244
$35 ﹤0.01%
1
3245
$31 ﹤0.01%
6
3246
$30 ﹤0.01%
1
3247
$30 ﹤0.01%
1,000
3248
$30 ﹤0.01%
1,781
3249
$27 ﹤0.01%
10
3250
$25 ﹤0.01%
5
-50
128 129
130
131 132