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
3601
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3602
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3603
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3604
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3605
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3606
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3608
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3609
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3610
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3611
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3612
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-7
3613
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0
3614
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3615
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3616
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3617
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-9,036
3618
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-2
3619
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3620
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-250
3621
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3622
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3623
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-2,042
3624
– –
-1,212
3625
– –
-6
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