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
776
$301K 0.01%
+14,929
777
$300K 0.01%
9,350
-3,198
778
$300K 0.01%
3,162
-668
779
$299K 0.01%
14,094
-5,336
780
$298K 0.01%
2,966
-126
781
$298K 0.01%
5,893
+1,270
782
$297K 0.01%
10,768
+715
783
$296K 0.01%
904
+13
784
$296K 0.01%
7,338
+1,640
785
$296K 0.01%
9,753
-629
786
$296K 0.01%
2,617
+94
787
$295K 0.01%
9,059
+1,745
788
$294K 0.01%
2,580
+1,767
789
$293K 0.01%
6,234
790
$293K 0.01%
5,504
+2,258
791
$292K 0.01%
8,439
-300
792
$292K 0.01%
1,186
+105
793
$292K 0.01%
24,914
+24,717
794
$291K 0.01%
11,738
-2,552
795
$291K 0.01%
9,900
-200
796
$291K 0.01%
34,750
-8,725
797
$291K 0.01%
9,338
+3,542
798
$291K 0.01%
17,696
-1,370
799
$289K 0.01%
3,178
+2,678
800
$289K 0.01%
1,133
-905
30 31
32
33 34