IA
IFP Advisors Portfolio holdings
AUM
$4.82B
1-Year Est. Return
20.25%
This Fund
S&P 500
1 Year Est. Return
+20.25%
AUM
$2.22B
AUM Growth
-$168M
(-7%)
Holding
3,632
Top Buys
| 1 | +$19.1M | |
| 2 | +$14.5M | |
| 3 | +$7.77M | |
| 4 |
Exxon Mobil
XOM
|
+$6.47M |
| 5 |
Schwab Fundamental International Large Company Index ETF
FNDF
|
+$5.08M |
Top Sells
| 1 | +$11.6M | |
| 2 | +$11M | |
| 3 | +$7.95M | |
| 4 |
FT Vest US Equity Enhance & Moderate Buffer ETF June
XJUN
|
+$5.53M |
| 5 |
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% |