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
3251
$24 ﹤0.01%
3
3252
– –
0
3253
$23 ﹤0.01%
1
3254
– –
0
3255
$23 ﹤0.01%
1
3256
– –
0
3257
$21 ﹤0.01%
+10
3258
$20 ﹤0.01%
3
3259
$20 ﹤0.01%
2
3260
$19 ﹤0.01%
10
-10
3261
$18 ﹤0.01%
8
3262
$18 ﹤0.01%
13
3263
$18 ﹤0.01%
40
-40
3264
$17 ﹤0.01%
1
3265
$16 ﹤0.01%
2
3266
$16 ﹤0.01%
+70
3267
$15 ﹤0.01%
24
3268
$13 ﹤0.01%
1
-5
3269
$13 ﹤0.01%
3
-2,667
3270
$10 ﹤0.01%
1
3271
– –
0
3272
$8 ﹤0.01%
+1
3273
– –
-69
3274
$7 ﹤0.01%
232
3275
$6 ﹤0.01%
1
-939
129 130
131
132 133