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
51
$9.8M 0.44%
411,097
-54,909
52
$9.57M 0.43%
61,604
-5,166
53
$9.35M 0.42%
295,334
+156,535
54
$9.08M 0.41%
152,043
-8,814
55
$9.08M 0.41%
59,028
+6,310
56
$9.07M 0.41%
215,650
-10,126
57
$8.86M 0.4%
149,527
+11,321
58
$8.24M 0.37%
165,345
+1,543
59
$8.2M 0.37%
188,600
+21,230
60
$7.99M 0.36%
15,842
+676
61
$7.8M 0.35%
53,462
+2,983
62
$7.56M 0.34%
172,961
+3,706
63
$7.55M 0.34%
252,042
-17,438
64
$7.52M 0.34%
13,306
+527
65
$7.49M 0.34%
18,918
-2,785
66
$7.44M 0.33%
447,600
+4,788
67
$7.38M 0.33%
147,940
-2,930
68
$7.38M 0.33%
132,071
+8,267
69
$7.32M 0.33%
21,846
+1,306
70
$7.2M 0.32%
251,742
+250,576
71
$7.16M 0.32%
48,030
+1,299
72
$7.05M 0.32%
48,596
-15,107
73
$7.02M 0.32%
41,604
-825
74
$6.91M 0.31%
80,018
+2,955
75
$6.86M 0.31%
29,842
+911
1 2
3
4 5