We are live on ! Find out more
IA

IFP Advisors Portfolio holdings

AUM $4.82B
1-Year Est. Return 20.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.25%
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
+$19.1M
2
+$14.5M
3
+$7.77M
4
XOM icon
Exxon Mobil
XOM
+$6.47M
5
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$5.08M

Top Sells

1
+$11.6M
2
+$11M
3
+$7.95M
4
XJUN icon
FT Vest US Equity Enhance & Moderate Buffer ETF June
XJUN
+$5.53M
5
AMZN icon
Amazon
AMZN
+$4.14M

Sector Composition

1 Technology 6.92%
2 Financials 3.96%
3 Consumer Discretionary 3.27%
4 Healthcare 2.97%
5 Industrials 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3351
– –
-200
3352
– –
-9
3353
– –
-303
3354
– –
-1,535
3355
– –
-150
3356
– –
-7,264
3357
– –
-1,023
3358
– –
-145
3359
– –
0
3360
– –
-268
3361
– –
-295
3362
– –
-63
3363
– –
-1,384
3364
– –
-2
3365
– –
-375
3366
– –
-53,422
3367
– –
-930
3368
– –
-400
3369
– –
-411
3370
– –
-100
3371
– –
-11
3372
– –
-47
3373
– –
-16
3374
– –
-7,916
3375
– –
-13
133 134
135
136 137