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
3376
– –
-47
3377
– –
-167
3378
– –
-56,227
3379
– –
-100
3380
– –
-35
3381
– –
-12
3382
– –
-38
3383
– –
-24
3384
– –
-135
3385
– –
-16
3386
– –
-300
3387
– –
-50
3388
– –
-400
3389
– –
-454
3390
– –
-28
3391
– –
-404
3392
– –
-600
3393
– –
-6
3394
– –
-426
3395
– –
-115
3396
– –
-100
3397
– –
-10
3398
– –
-280
3399
– –
-703
3400
– –
-35
134 135
136
137 138