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
476
$748K 0.03%
30,970
+18,807
477
$744K 0.03%
6,763
-1,345
478
$739K 0.03%
6,247
-113
479
$736K 0.03%
25,057
+11,651
480
$736K 0.03%
22,718
+3,309
481
$731K 0.03%
9,712
-1,782
482
$728K 0.03%
9,581
-448
483
$725K 0.03%
7,245
-5
484
$719K 0.03%
83,064
-58,726
485
$715K 0.03%
11,802
-12,642
486
$707K 0.03%
26,313
+3,411
487
$698K 0.03%
8,142
-1,014
488
$697K 0.03%
10,944
+9,964
489
$697K 0.03%
13,670
-1,296
490
$687K 0.03%
14,356
-1,686
491
$682K 0.03%
1,707
-2,886
492
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20,227
-1,170
493
$678K 0.03%
7,924
+109
494
$678K 0.03%
4,543
-534
495
$674K 0.03%
26,620
+1,560
496
$673K 0.03%
3,755
-300
497
$669K 0.03%
26,743
498
$668K 0.03%
16,548
-2,941
499
$668K 0.03%
3,570
-267
500
$668K 0.03%
8,014
+7,908
18 19
20
21 22