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
351
$1.19M 0.05%
46,141
-8,822
352
$1.18M 0.05%
16,662
+13,725
353
$1.18M 0.05%
20,655
+2,250
354
$1.18M 0.05%
9,791
-572
355
$1.18M 0.05%
18,268
+993
356
$1.17M 0.05%
42,383
-148
357
$1.17M 0.05%
2,683
+1,386
358
$1.16M 0.05%
41,560
-947
359
$1.15M 0.05%
25,607
-5,296
360
$1.15M 0.05%
9,479
+458
361
$1.14M 0.05%
12,156
-2,995
362
$1.14M 0.05%
7,130
+492
363
$1.12M 0.05%
56,777
-2,241
364
$1.12M 0.05%
4,161
-2,076
365
$1.1M 0.05%
2,678
+2,164
366
$1.1M 0.05%
9,890
-122
367
$1.09M 0.05%
49,486
-7,746
368
$1.09M 0.05%
35,706
+9,263
369
$1.08M 0.05%
17,310
-9,750
370
$1.07M 0.05%
22,656
-193
371
$1.07M 0.05%
7,559
-913
372
$1.07M 0.05%
6,375
-58
373
$1.05M 0.05%
24,123
+443
374
$1.05M 0.05%
11,935
+5,442
375
$1.04M 0.05%
53,806
+3,280
13 14
15
16 17