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
801
$289K 0.01%
2,862
-1,457
802
$289K 0.01%
14,196
-319
803
$288K 0.01%
4,779
-50
804
$288K 0.01%
3,110
+146
805
$288K 0.01%
12,871
+2,007
806
$286K 0.01%
7,306
-5,317
807
$285K 0.01%
3,322
+1
808
$284K 0.01%
9,948
+6
809
$283K 0.01%
620
+6
810
$282K 0.01%
3,745
-1,185
811
$281K 0.01%
2,650
-73
812
$280K 0.01%
1,679
+51
813
$280K 0.01%
3,739
-75
814
$280K 0.01%
20,360
-800
815
$278K 0.01%
9,071
+1,160
816
$277K 0.01%
39,245
+27,745
817
$277K 0.01%
2,191
+17
818
$277K 0.01%
10,311
+66
819
$276K 0.01%
10,050
-3,950
820
$274K 0.01%
216
+35
821
$273K 0.01%
1,362
-215
822
$272K 0.01%
7,097
+174
823
$272K 0.01%
9,510
-4,013
824
$271K 0.01%
13,483
-987
825
$271K 0.01%
5,484
-454
31 32
33
34 35