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
401
$960K 0.04%
3,704
+3,698
402
$958K 0.04%
16,778
+1,329
403
$953K 0.04%
10,335
-1,298
404
$951K 0.04%
25,986
+9,222
405
$946K 0.04%
43,941
+15,271
406
$938K 0.04%
7,163
-178
407
$938K 0.04%
26,442
+20,937
408
$936K 0.04%
31,054
-2,691
409
$931K 0.04%
4,615
-5,013
410
$927K 0.04%
7,544
-1,461
411
$924K 0.04%
102,372
+92,802
412
$918K 0.04%
9,507
+471
413
$917K 0.04%
27,432
+4,146
414
$914K 0.04%
19,754
+4,073
415
$913K 0.04%
18,829
+112
416
$905K 0.04%
10,086
-236
417
$902K 0.04%
12,914
+1,437
418
$901K 0.04%
6,511
-24,911
419
$900K 0.04%
54,266
-31,310
420
$896K 0.04%
21,840
-6,754
421
$895K 0.04%
16,845
+11,038
422
$894K 0.04%
10,942
-524
423
$889K 0.04%
14,018
+377
424
$882K 0.04%
52,270
+11,273
425
$882K 0.04%
46,038
+1,218
15 16
17
18 19