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
651
$430K 0.02%
3,979
+706
652
$429K 0.02%
10,645
+929
653
$427K 0.02%
10,177
+1,581
654
$427K 0.02%
2,450
+44
655
$424K 0.02%
+15,204
656
$422K 0.02%
2,886
-17
657
$422K 0.02%
13,738
-36
658
$422K 0.02%
581
-665
659
$422K 0.02%
11,487
+998
660
$420K 0.02%
13,000
661
$417K 0.02%
10,179
-403
662
$415K 0.02%
28,443
+300
663
$408K 0.02%
3,638
-1,427
664
$407K 0.02%
6,549
+12
665
$407K 0.02%
7,952
-663
666
$406K 0.02%
3,985
+1,866
667
$405K 0.02%
31,379
+1,480
668
$405K 0.02%
7,950
-2,015
669
$405K 0.02%
12,237
+1,974
670
$404K 0.02%
8,061
+3,617
671
$404K 0.02%
158
-63
672
$403K 0.02%
13,419
+11,845
673
$403K 0.02%
2,116
+262
674
$402K 0.02%
10,663
-702
675
$402K 0.02%
9,619
-204
25 26
27
28 29