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
451
$811K 0.04%
39,258
-13,094
452
$808K 0.04%
2,955
-116
453
$808K 0.04%
26,533
-16
454
$806K 0.04%
7,768
+1,242
455
$805K 0.04%
29,427
+706
456
$804K 0.04%
6,860
+1,362
457
$796K 0.04%
17,627
+480
458
$792K 0.04%
10,043
-1,500
459
$789K 0.04%
8,259
-5,315
460
$789K 0.04%
15,297
+525
461
$785K 0.04%
6,533
-605
462
$784K 0.04%
20,667
-2,025
463
$783K 0.04%
34,786
+2,617
464
$776K 0.03%
62,495
+29
465
$774K 0.03%
2,619
-25
466
$770K 0.03%
31,015
+1,188
467
$768K 0.03%
37,762
-9,941
468
$768K 0.03%
75,710
-6,475
469
$767K 0.03%
29,398
-8,516
470
$765K 0.03%
4,499
+949
471
$757K 0.03%
30,520
-7,690
472
$756K 0.03%
6,182
-562
473
$755K 0.03%
24,856
+5,347
474
$751K 0.03%
1,161
-1,045
475
$748K 0.03%
14,977
-2,200
17 18
19
20 21