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
576
$518K 0.02%
1,129
+325
577
$517K 0.02%
1,945
+165
578
$517K 0.02%
1,494
+389
579
$515K 0.02%
3,859
-253
580
$515K 0.02%
12,706
+8,257
581
$514K 0.02%
8,153
+249
582
$512K 0.02%
16,415
-793
583
$509K 0.02%
1,349
+434
584
$508K 0.02%
24,332
+355
585
$506K 0.02%
1,029
+99
586
$505K 0.02%
7,494
+4,705
587
$503K 0.02%
4,028
+877
588
$501K 0.02%
19,550
-11,774
589
$498K 0.02%
14,525
+81
590
$497K 0.02%
7,577
+2,684
591
$497K 0.02%
15,130
+420
592
$495K 0.02%
9,314
+1,196
593
$493K 0.02%
837
+50
594
$491K 0.02%
16,124
+243
595
$491K 0.02%
+82,241
596
$491K 0.02%
6,810
-75
597
$489K 0.02%
13,894
+401
598
$489K 0.02%
29,286
+11,618
599
$489K 0.02%
1,547
-333
600
$485K 0.02%
6,200
-906
22 23
24
25 26