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
751
$326K 0.01%
3,537
-591
752
$325K 0.01%
10,536
+3,291
753
$324K 0.01%
59,046
+58,982
754
$324K 0.01%
13,480
+28
755
$324K 0.01%
9,527
-2,879
756
$322K 0.01%
1,653
-291
757
$319K 0.01%
9,465
-15,118
758
$318K 0.01%
21,293
+1,717
759
$316K 0.01%
3,362
-38
760
$316K 0.01%
4,417
-740
761
$315K 0.01%
3,921
-157
762
$313K 0.01%
2,463
-101
763
$310K 0.01%
2,763
+469
764
$310K 0.01%
5,935
+5,246
765
$310K 0.01%
4,468
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766
$309K 0.01%
5,957
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767
$308K 0.01%
1,980
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768
$307K 0.01%
30,384
-585
769
$306K 0.01%
622
-3
770
$306K 0.01%
5,034
771
$304K 0.01%
12,311
-150
772
$303K 0.01%
3,403
+3,337
773
$303K 0.01%
5,605
-155
774
$302K 0.01%
11,731
+1,048
775
$301K 0.01%
14,223
-1,159
29 30
31
32 33