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
426
$879K 0.04%
+21,927
427
$878K 0.04%
115,390
-2,404
428
$867K 0.04%
49,764
-25,710
429
$864K 0.04%
12,150
-794
430
$862K 0.04%
33,552
+27,271
431
$857K 0.04%
5,646
+28
432
$857K 0.04%
22,680
-46,070
433
$856K 0.04%
33,518
-1,563
434
$852K 0.04%
11,509
+3,353
435
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5,282
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436
$846K 0.04%
7,983
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437
$839K 0.04%
6,619
+682
438
$832K 0.04%
24,503
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439
$831K 0.04%
10,986
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440
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4,091
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441
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442
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5,384
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443
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7,865
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444
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20,578
-3,598
445
$818K 0.04%
11,020
+4,198
446
$818K 0.04%
7,239
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447
$816K 0.04%
5,860
+71
448
$814K 0.04%
34,049
-36,527
449
$812K 0.04%
28,809
-1,003
450
$812K 0.04%
17,747
-300
16 17
18
19 20