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
526
$614K 0.03%
15,770
-652
527
$609K 0.03%
18,808
-2,035
528
$607K 0.03%
2,992
-3,950
529
$603K 0.03%
21,902
-49,598
530
$598K 0.03%
18,023
-19,551
531
$598K 0.03%
25,172
+1,634
532
$596K 0.03%
19,185
+4,680
533
$594K 0.03%
2,076
-158
534
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4,384
-76
535
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12,216
+2,840
536
$590K 0.03%
5,506
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537
$589K 0.03%
23,060
538
$588K 0.03%
9,690
-14,790
539
$586K 0.03%
72,727
+62,114
540
$586K 0.03%
18,214
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541
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543
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6,267
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544
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3,021
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545
$574K 0.03%
7,313
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546
$574K 0.03%
10,564
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547
$574K 0.03%
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-27
548
$570K 0.03%
15,766
+3,674
549
$569K 0.03%
18,163
-4,663
550
$565K 0.03%
9,696
-496
20 21
22
23 24