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
626
$456K 0.02%
410
-89
627
$453K 0.02%
43,440
-91,810
628
$453K 0.02%
21,664
-267
629
$453K 0.02%
2,478
-4,530
630
$452K 0.02%
24,049
+139
631
$452K 0.02%
22,745
-6,469
632
$451K 0.02%
4,024
-132
633
$451K 0.02%
4,305
-397
634
$451K 0.02%
9,194
-1,153
635
$450K 0.02%
9,098
+8,745
636
$449K 0.02%
24,545
-743
637
$449K 0.02%
8,232
+1,759
638
$449K 0.02%
21,725
-933
639
$446K 0.02%
5,134
-904
640
$445K 0.02%
1,153
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641
$445K 0.02%
8,929
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$442K 0.02%
6,498
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643
$440K 0.02%
6,956
-10,595
644
$439K 0.02%
3,546
+18
645
$436K 0.02%
1,863
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646
$435K 0.02%
1,488
-32
647
$434K 0.02%
2,134
-88
648
$434K 0.02%
4,583
+44
649
$433K 0.02%
8,603
+5,092
650
$430K 0.02%
110,013
-2,459
24 25
26
27 28