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
326
$1.32M 0.06%
20,401
+139
327
$1.32M 0.06%
46,858
+16,231
328
$1.32M 0.06%
21,990
-1,032
329
$1.32M 0.06%
57,359
+9,147
330
$1.3M 0.06%
7,498
-12,619
331
$1.3M 0.06%
33,619
+15,295
332
$1.29M 0.06%
47,313
-323
333
$1.28M 0.06%
34,097
-1,938
334
$1.27M 0.06%
29,219
+1,577
335
$1.26M 0.06%
12,299
-3,993
336
$1.26M 0.06%
27,446
+7,443
337
$1.26M 0.06%
61,452
-3,900
338
$1.24M 0.06%
71,629
+4,640
339
$1.23M 0.06%
23,520
+1,169
340
$1.23M 0.06%
27,630
+4,613
341
$1.23M 0.06%
51,970
+7,831
342
$1.23M 0.06%
39,877
+78
343
$1.22M 0.05%
21,873
-3,773
344
$1.21M 0.05%
22,258
-181
345
$1.21M 0.05%
72,130
-284
346
$1.21M 0.05%
43,923
347
$1.2M 0.05%
25,461
-224
348
$1.19M 0.05%
15,245
-4,987
349
$1.19M 0.05%
63,340
+5,171
350
$1.19M 0.05%
31,828
+3,223
12 13
14
15 16