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
26
$16.1M 0.72%
542,350
-136,617
27
$16M 0.72%
180,008
-114,399
28
$15.6M 0.7%
649,352
+602,322
29
$15.6M 0.7%
326,811
-12,037
30
$15M 0.67%
159,185
-10,153
31
$15M 0.67%
74,558
+4,672
32
$13.6M 0.61%
107,349
-30,927
33
$13.6M 0.61%
34,595
+2,320
34
$13.4M 0.6%
497,665
+5,421
35
$12.9M 0.58%
98,912
-24,900
36
$12.7M 0.57%
215,079
-179,919
37
$12.3M 0.55%
124,721
+877
38
$12.3M 0.55%
468,355
-54,530
39
$11.9M 0.53%
317,324
+13,351
40
$11.7M 0.53%
237,308
-40,416
41
$11.7M 0.53%
154,431
+11,631
42
$11.4M 0.51%
351,112
+55
43
$10.7M 0.48%
213,894
-7,842
44
$10.3M 0.46%
113,599
-17,852
45
$10.3M 0.46%
608,499
-14,532
46
$10.2M 0.46%
218,924
+40,833
47
$10.1M 0.45%
427,665
-38,340
48
$9.97M 0.45%
186,149
+13,232
49
$9.88M 0.44%
95,642
+1,561
50
$9.84M 0.44%
46,323
-12,429
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