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
551
$563K 0.03%
12,309
-186
552
$558K 0.03%
23,219
-39,329
553
$552K 0.02%
14,793
+4,366
554
$552K 0.02%
20,373
+466
555
$551K 0.02%
11,535
-57,024
556
$548K 0.02%
27,844
-6,870
557
$548K 0.02%
17,134
+400
558
$546K 0.02%
24,014
-543
559
$543K 0.02%
10,283
-1,083
560
$538K 0.02%
19,873
-25,499
561
$538K 0.02%
27,104
-8,514
562
$537K 0.02%
37,524
-3,391
563
$537K 0.02%
2,182
-7,156
564
$533K 0.02%
26,744
+14,098
565
$531K 0.02%
6,589
-69
566
$529K 0.02%
2,316
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567
$529K 0.02%
27,181
-2,933
568
$529K 0.02%
7,681
-599
569
$528K 0.02%
38,516
+22,275
570
$528K 0.02%
4,392
-424
571
$528K 0.02%
11,472
+200
572
$524K 0.02%
10,092
+376
573
$524K 0.02%
21,448
-286
574
$523K 0.02%
24,592
+588
575
$519K 0.02%
14,207
-3,558
21 22
23
24 25