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
726
$346K 0.02%
14,036
+777
727
$346K 0.02%
13,838
+13,809
728
$346K 0.02%
6,389
+634
729
$345K 0.02%
1,751
-68
730
$345K 0.02%
5,388
-7,414
731
$344K 0.02%
3,606
-321
732
$344K 0.02%
4,143
+144
733
$339K 0.02%
12,587
-655
734
$338K 0.02%
15,069
-19
735
$336K 0.02%
7,519
-7,890
736
$335K 0.02%
4,849
+47
737
$334K 0.02%
3,994
+187
738
$333K 0.02%
12,491
-270
739
$331K 0.01%
3,299
+236
740
$331K 0.01%
2,994
-6,530
741
$330K 0.01%
1,436
+43
742
$329K 0.01%
9,326
+227
743
$329K 0.01%
4,740
+1,607
744
$329K 0.01%
12,464
+91
745
$328K 0.01%
1,604
-48
746
$327K 0.01%
5,313
+2,484
747
$327K 0.01%
4,186
+30
748
$326K 0.01%
9,237
+282
749
$326K 0.01%
6,168
+3,108
750
$326K 0.01%
15,635
-1,593
28 29
30
31 32