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
826
$271K 0.01%
+17,713
827
$271K 0.01%
1,901
+57
828
$270K 0.01%
6,990
+4,358
829
$270K 0.01%
700
+254
830
$269K 0.01%
4,522
-19
831
$268K 0.01%
+3,323
832
$267K 0.01%
9,868
-1,000
833
$267K 0.01%
5,269
+582
834
$266K 0.01%
9,758
+9,748
835
$266K 0.01%
2,722
+1,076
836
$265K 0.01%
5,026
+1,132
837
$265K 0.01%
816
+20
838
$264K 0.01%
1,469
-421
839
$264K 0.01%
5,272
+274
840
$263K 0.01%
10,965
841
$263K 0.01%
3,507
-4,719
842
$261K 0.01%
1,867
-1,022
843
$260K 0.01%
7,661
+71
844
$259K 0.01%
3,482
+62
845
$259K 0.01%
+50,451
846
$258K 0.01%
8,054
847
$258K 0.01%
2,778
-188
848
$258K 0.01%
5,767
+558
849
$257K 0.01%
4,688
+636
850
$257K 0.01%
9,404
+1,916
32 33
34
35 36