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
851
$256K 0.01%
+22,755
852
$256K 0.01%
1,955
+314
853
$256K 0.01%
10,206
+12
854
$256K 0.01%
6,289
-471
855
$255K 0.01%
7,035
+1,312
856
$255K 0.01%
3,735
+980
857
$254K 0.01%
6,265
-1,225
858
$253K 0.01%
2,463
+3
859
$253K 0.01%
2,321
-3,209
860
$253K 0.01%
1,493
-89
861
$253K 0.01%
82
-33
862
$252K 0.01%
11,189
-23,643
863
$251K 0.01%
2,036
+538
864
$251K 0.01%
6,464
865
$249K 0.01%
1,245
+316
866
$248K 0.01%
4,887
+1,413
867
$248K 0.01%
1,622
-3,470
868
$248K 0.01%
5,441
-817
869
$247K 0.01%
1,250
+75
870
$246K 0.01%
4,130
-1,030
871
$246K 0.01%
7,446
+4,105
872
$245K 0.01%
6,700
+800
873
$245K 0.01%
26,621
+275
874
$244K 0.01%
20,103
-15,278
875
$244K 0.01%
14,945
+350
33 34
35
36 37