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
376
$1.04M 0.05%
45,046
+839
377
$1.04M 0.05%
4,501
-4,745
378
$1.03M 0.05%
35,129
+11,132
379
$1.03M 0.05%
30,684
-5,880
380
$1.03M 0.05%
11,278
-916
381
$1.03M 0.05%
10,117
+8,843
382
$1.03M 0.05%
13,437
-2,535
383
$1.02M 0.05%
45,473
+17,450
384
$1.02M 0.05%
20,912
-1,908
385
$1.02M 0.05%
24,270
-1,294
386
$1.02M 0.05%
10,312
+6,632
387
$1.02M 0.05%
23,517
+83
388
$1.01M 0.05%
11,102
+2,475
389
$1.01M 0.05%
24,521
-824
390
$1M 0.05%
6,483
-269
391
$998K 0.04%
12,743
+80
392
$996K 0.04%
3,511
-2,129
393
$993K 0.04%
39,113
-72,964
394
$989K 0.04%
13,661
-18,326
395
$989K 0.04%
10,936
-16,418
396
$986K 0.04%
6,327
-2,854
397
$984K 0.04%
21,654
+572
398
$974K 0.04%
13,892
+5,725
399
$970K 0.04%
19,510
+13,710
400
$966K 0.04%
19,808
+14,913
14 15
16
17 18