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
676
$402K 0.02%
17,976
-3,447
677
$402K 0.02%
6,393
-6,111
678
$402K 0.02%
16,717
+10,505
679
$401K 0.02%
5,378
-3,899
680
$398K 0.02%
5,872
+1,144
681
$395K 0.02%
6,755
-2,319
682
$395K 0.02%
6,812
-1,186
683
$393K 0.02%
2,487
-528
684
$392K 0.02%
10,380
+597
685
$390K 0.02%
20,907
686
$390K 0.02%
1,244
+955
687
$388K 0.02%
4,966
-314
688
$388K 0.02%
15,699
+13,226
689
$386K 0.02%
4,244
-1,008
690
$385K 0.02%
3,830
-140
691
$383K 0.02%
7,289
+5,037
692
$378K 0.02%
15,132
-1,790
693
$376K 0.02%
16,600
-2,000
694
$375K 0.02%
11,793
+11,730
695
$373K 0.02%
4,117
+146
696
$370K 0.02%
12,323
+5,851
697
$370K 0.02%
23,277
+4,924
698
$369K 0.02%
9,617
+4,206
699
$369K 0.02%
15,181
-6,077
700
$367K 0.02%
17,737
-19,052
26 27
28
29 30