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
501
$668K 0.03%
24,389
-1,062
502
$665K 0.03%
8,875
-2,305
503
$664K 0.03%
26,937
-4,061
504
$664K 0.03%
6,273
-3,686
505
$663K 0.03%
12,203
+5,293
506
$663K 0.03%
17,883
+1,331
507
$661K 0.03%
17,810
+5,678
508
$655K 0.03%
12,237
-10,854
509
$652K 0.03%
26,615
-8,839
510
$641K 0.03%
12,349
+274
511
$639K 0.03%
21,391
+19,148
512
$638K 0.03%
1,468
-6
513
$637K 0.03%
5,521
-896
514
$629K 0.03%
2,676
-2,825
515
$627K 0.03%
18,618
+1,017
516
$626K 0.03%
1,899
-26
517
$626K 0.03%
15,066
+14,894
518
$621K 0.03%
23,720
+3,966
519
$620K 0.03%
11,933
-646
520
$619K 0.03%
1,781
-73
521
$619K 0.03%
6,018
-24,727
522
$617K 0.03%
14,213
-2,045
523
$615K 0.03%
22,476
+97
524
$615K 0.03%
31,214
-5,025
525
$614K 0.03%
1,100
-1,428
19 20
21
22 23