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
701
$367K 0.02%
2,982
+179
702
$366K 0.02%
2,423
+62
703
$366K 0.02%
9,022
+2,817
704
$365K 0.02%
7,727
-1,946
705
$365K 0.02%
8,995
-319
706
$364K 0.02%
442
+39
707
$364K 0.02%
1,812
-600
708
$361K 0.02%
7,964
+105
709
$361K 0.02%
+5,271
710
$359K 0.02%
15,957
+14,100
711
$359K 0.02%
+16,156
712
$359K 0.02%
1,255
+190
713
$358K 0.02%
15,833
+555
714
$357K 0.02%
3,625
-940
715
$357K 0.02%
4,633
716
$356K 0.02%
14,464
+1,088
717
$354K 0.02%
32,597
+2,651
718
$351K 0.02%
4,853
-2,911
719
$349K 0.02%
1,322
+242
720
$349K 0.02%
5,477
-680
721
$348K 0.02%
5,628
+143
722
$348K 0.02%
1,631
-301
723
$347K 0.02%
3,281
+2,272
724
$347K 0.02%
12,481
-303
725
$347K 0.02%
13,654
+1,204
27 28
29
30 31